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

To: bazan who wrote (6449)	2/17/1999 10:12:00 PM
From: John M. Gelnieau	Respond to of 12623

It's interesting to me that the street comes up with +.02 when CIEN mgt been guiding to slightly negative to breakeven since last results. I believe CIEN is on track with what they said before and this will be reflected in the results. Only question is how will market take CIEN results on CIEN guidance v. market expectations that are +.02. One thing for sure is that backlog seems to be filling up, consolidation will happen as said, and CIEN well positioned for metro application from what I can understand from those more familiar with technology than I. Also, announcements are somewhat tied to in process technology conference I believe which is where a lot of PR type announcements take place. If your a day trader taking CIEN home may not be a good move. But, if your long-term as I am then there might be a blip to 18-19 on earnings. I do not believe there are any surprises from people I discuss CIEN with on regular basis.