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

To: James Fulop who wrote (6937)	4/7/1999 10:24:00 PM
From: David G. Pung	Read Replies (1) \| Respond to of 12623

Thanks for the post! Does this paragraph send warning signals? "Ciena has a complicated relationship with Lucent, because it is the sole supplier of two chips used in Ciena's optical products. Ciena relies on other rivals such as Alcatel and Nortel (NT:NYSE) for laser components. Mike Margolies, president of the independent analyst shop Avalon Research, says Ciena might stress that relationship by sniping at it in SEC documents." A long time Ciena watcher...a Tlab shareholder

To: James Fulop who wrote (6937)	4/8/1999 1:45:00 AM
From: pass pass	Respond to of 12623

But Slocum and other industry experts say it used a strategy long practiced by the likes of IBM (IBM:NYSE): "freezing" a market, or announcing a product long before it is ready. I think that was one of the problems that the Fed had with IBM. And the customers ain't stupid. You can only fool them a couple of times but if you always fail to deliver on time like you promised, you'll lose the customers sooner than you can imagine and you'll never get them back.