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

To: limtex who wrote (6729)	3/15/1999 9:40:00 AM
From: Tim Luke	Respond to of 12623

look at pair and fore

To: limtex who wrote (6729)	3/15/1999 9:42:00 AM
From: Adrew Thanh	Read Replies (1) \| Respond to of 12623

Not necessary. Look at Ascend about six months ago when they acquired Stratus Computer.

To: limtex who wrote (6729)	3/15/1999 11:38:00 AM
From: Ishmael	Read Replies (1) \| Respond to of 12623

With all do respect, the fact that people are hanging around waiting for CSCO to swoop in at $70 is pretty naive. Neither CSCO nor any other vendor is going pay big money for a company with 35% gross margins. If anything these acquisitions strengthen CIEN's position respective to acquisition. They now have two distinct cutting edge product lines with great margins and defensible margins at that! Instead of competing with LU on price and number of wavelengths, they now have some differentiating offerings that help to maintain margins going forward. How could CIENA afford to do this? How could they not afford to do it!? My own un-humble opinion.