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

To: rag2rag who wrote (6764)	3/16/1999 10:40:00 AM
From: Fran	Read Replies (2) \| Respond to of 12623

Where do you think the bottom will be on Ciena?

To: rag2rag who wrote (6764)	3/16/1999 10:45:00 AM
From: pat mudge	Respond to of 12623

Do you see a parallel between CIEN and NN - missed contracts, leading edge technology and low prices ? There are parallels, but the reasons behind them are far different. Ciena had a couple giants with competitive technology putting the screws on prices. NN lacked a marketing team and simply wasn't fighting to keep what they had. That's changed and I believe the story is getting stronger every day. I don't really know how to analyze Ciena and while the acquisitions seem strong on promise, they're both start-ups without products shipping. Not only is Lucent a strong competitor, but Nortel's take-out of Cambrian makes them a force to fear. Having said that, even with the competition breathing down their neck, I'm holding based on their take-out value. Later -- Pat