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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?

To: John M. Gelnieau who wrote (6235)	1/26/1999 7:33:00 PM
From: Sawtooth	Respond to of 12623

That's an outstanding analysis, John. I agree with you wholeheartedly! Will appreciate your continued perspective as we move forward. Best. ...Tim

To: John M. Gelnieau who wrote (6235)	1/26/1999 7:46:00 PM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 12623

Any deal is going to depend on Intellectual Property- CIEN's position is going to be undermined if they do not have important IP and/or if "competing technology" such as Silk Road displaces DWDM. Their best negotiation position is right now with their market share and everyone else's "time to market" problems. I think a deal will be done with CSCO and soon if the IP is really good. A bidding war as you outlined can really drive the deal up in the $40 range where Management would have a fiduciary duty to the shareholders to make a deal. Does anyone have an analysis on their IP?

To: John M. Gelnieau who wrote (6235)	1/26/1999 10:31:00 PM
From: Mark Peterson CPA	Respond to of 12623

Thank you for your analysis, John. I have mixed emotions about your conclusion, but have watched/invested in CIEN just like you. However, I think you did a superb job in looking at this from the perspective of the competition in a business acquisition. However, may I respectfully point out what you probably already know: emotion is the road to personal success. Logic is the road to investment success. Reverse them, and disaster is guaranteed. You have been very logical in your discussion thread. Can you distill it further to unwind the emotion of owning a large CIEN position? I want to thank you for your superb post. Best regards, Mark A. Peterson

To: John M. Gelnieau who wrote (6235)	1/27/1999 4:09:00 AM
From: Bernard	Respond to of 12623

Staying in the basics of this company's business-selling more of the stuff,making the business grow--minding the business--that's what i heard management say after the debut with the crazies... seem to be walking that walk/not preoccupied with any kind of hype-they are over that. CIEN will grow.