Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Doughboy who wrote (2813)	2/10/1999 12:10:00 PM
From: MikeM54321	Respond to of 12823

"They inked this deal several months ago and now I think they're ramping up..... This is the first thing that I have seen to actually do it.....I discount the possibility of it happening, unless the IP over DWDM initiative starts to get traction." Doughboy, Thanks for your response. Your analysis is very similar to mine and that is how I'm playing my CIEN investment. I knew when CIEN cratered down to 8 or 9, that it was a screaming buy. The Tellabs people sure seem like smart guys to me. I couldn't imagine them willing to pay $80/share for CIEN unless there was something valuable there in terms of technology(not just customers). So I bought some (all the way to the bottom), then waited for some good news. I didn't care what it was. All I knew that all the bad news was probably out. The good news must of happened when the CIEN/CSCO rumors started to pan out. So I sold half my position at that point. I'm still hanging on to my other half on pure speculation that CIEN will be bought by someone soon. Sounds like the IP/DWDM progress CIEN is making will be very valuable to someone. Thanks, MikeM(From Florida)