CIENA -> Kaufempfehlung von 1.Boston und DER_AKTIONÄR - 500 Beiträge pro Seite

[rfb]

CIENA WKN 905348

Eine Einstufung von First Boston besagt "BUY" mit Kursziel
27 US$ auf 12 Monatssicht, außerdem klare Vorteile gegenüber
Mitbewerbern.

Der Aktionär ist ebenfalls Positiv auf Ciena gestimmt.

Rein Charttechnisch aus meiner Sicht auch ein klarer
Kauf.

Was denkt Ihr? Liege ich denn wirklich so falsch?
Ich denke nicht.
MFG RFB

[Groupier]

Die ENRON Pleite ist voll Sch... für Ciena!

Das zeigt der Freitagsverlauf deutlich Schlusskurs 17,75 USD.
Allerdings nur 16,8 Millionen Stück gehandelt, da kann man noch von Besonnenheit der Anleger reden.
Bei ISLAND.COM nachbörslich aber um 10 Cents gefallen.
Bei 3.3 Millionen Stück Umsatz!
Das ist aber rel. wenig Verlust bei dem Umsatz und immerhin hat Ciena einen Hauptkunden verloren.
Hoffentlich sind die Ciena-Aussenstände bei Enron nicht allzu groß.


ENE problems to impact telecom: Analyst (CIEN, JNPR, LU, NT, ENE, CSCO) By Susan Lerner
Friedman Billings Ramsey analyst Susan Kalla is warning clients of a ripple effect from Enron`s insolvency crisis, saying the market for telecom equipment could decline faster than expected. Enron`s problems increase Kalla`s concern that her forecast of a 33 percent capex downturn in 2002 is optimistic. Kalla says systematic risk in telecom increases if Enron (ENE) shuts down its network adding that Enron`s withdrawal from bankdidth trading could reduce liquidity, putting a squeeze on others. Kalla believes that Ciena (CIEN) , Juniper Networks (JNPR) , Lucent (LU) and Nortel (NT) have exposure to a potential telecom flashpoint because consensus estimates are high and that Cisco (CSCO) reflects a worst case scenario.

@ rfb
Mein Kuzi ist z. Z. maximal 21,50 USD.
Schau dir mal den Chart bei Boersego.DE an den finde ich plausibel..

Denke Ciena wird eher noch mal bis 15...16 USD fallen wenn die Nasdaq am Montag mies startet und falls die Shortseller aufwachen und mal wieder angreifen.

N8

Groupier

[Groupier]

Ciena-Q-Zahlen gibts am 13.12.2001 um 8 Uhr 30 Ortszeit.


CIENA Corporation Announces Reporting Date and Conference Call for Fiscal 2001 Fourth Quarter and Year End Results
MONDAY, DECEMBER 03, 2001 4:12 PM - BusinessWire

CIENA Corporation Announces Reporting Date and Conference Call for Fiscal 2001 Fourth Quarter and Year End Results

12/3/2001 4:12:00 PM
LINTHICUM, Md., Dec 3, 2001 (BUSINESS WIRE)
-- CIENA Corporation (CIEN) will announce results for its fiscal 2001 fourth quarter on Thursday, December 13, 2001, via Business Wire and First Call before the open of the financial markets.

The press release also will be available on CIENA`s website at www.ciena.com.

Immediately following the announcement, CIENA`s management will host a teleconference call beginning at 8:30 AM

mfg

Groupier

[Groupier]

5.12.2001

Raymond James stufen die Aktien von Ciena Corp. (CIEN) als MARKET PERFORMER ein.
© Godmode-Trader.de

[Groupier]

JAGnotes, 12/12/2001 08:19

Bear Stearns & Co., Inc.

CIEN: reit attractive - 4Q EPS to be released on Thursday, conference call will focus on guidance, we are cautious on this sector but company is best positioned within


Also morgen kommen die Quartalszahlen.
Leider sind die meisten ANALzysten bei weitem nicht so buillish für Ciena wie Bear Stearns.
Letzes Jahr als Ciena noch über 100 USD stand haben sie sich geradezu überboten in Ihren KUZIS.

N8

Groupier

[larafabian]

@Groupier
Wie ist denn Deine Meinung zu den Zahlen?
Wie siehst Du die weitere Entwicklung?

Larafabian

[Vetinari]

Vergiss die zahlen , es ist der ausblick das wichtig ist.

Meisten analysten rechnen mit ein reduciert 2002 prognose ... ein gewinnwarnung. Frage ist nur wie viele.

CIEN hangt viele von Sprint und Qwest und die beide haben ihre capex drastisch reduciert fur naechtstes jahr.

Ein positiv ist vielleich ein vertrag mit AT&T

Hier ein link ...

http://www.thestreet.com/_yahoo/tech/scottmoritz/10005254.ht…

[Groupier]

CIENA – mieser Ausblick

Der Glasfaserspezialist CIENA [Nasdaq: CIEN ] hat am Donnerstag vor Handelsbeginn die Märkte mit einer deftigen Gewinnwarnung für sein laufendes erstes Quartal (bis 31.01.) unter Druck gebracht. Ebenfalls negativ auf die Stimmung der Anleger schlagen sich eine Gewinnwarnung [1] des Telekomausrüsters Lucent Technologies [NYSE: LU ] und ein "Sell"-Rating für den Chiphersteller Advanced Micro Devices [NYSE: AMD ] von der Investmentbank Prudential Securities nieder.

Für sein am 31.Oktober zu Ende gegangenes viertes Quartal meldete CIENA einen Gewinn vor Sonderfaktoren von 17,1 Millionen Dollar oder fünf Cents pro Aktie. Mit diesem Ergebnis hatten die Analysten nach Angaben des Finanzdienstes First Call/ Thomson Financial ebenfalls gerechnet. Im gleichen Quartal des Vorjahres hatte das Unternehmen ein Plus von 41,9 Millionen Dollar oder 15 Cents erzielt.

Der Nettoverlust belief sich im aktuellen Berichtszeitraum auf 1,8 Milliarden Dollar bzw. 5,51 Dollar pro Aktie. Davon entfallen 1,7 Milliarden Dollar auf die Akquisition von Cyras Systems. Weitere 15 Millionen Dollar stehen in Zusammenhang mit der Umstrukturierung des Unternehmens.

Rote Zahlen

Positiv ist hingegen die Umsatzentwicklung. Die Einnahmen stiegen von 287,6 Millionen Dollar im Vorjahresquartal um 27 Prozent auf aktuell 367,8 Millionen Dollar.

Für das erste Quartal bis Ende Januar 2002 rechnet CIENAs Management aufgrund der Unsicherheit des Marktes und der damit verbundenen Unvorhersehbarkeit der Umsätze mit einem operativen Verlust. Analysten hatten für die drei Monate auf dieser Basis bislang durchschnittlich mit einem Überschuss von fünf Cents je Aktie gerechnet.

In der anschließenden Telefonkonferenz äußerte sich das Management detaillierter: Die Umsätze würden 30 bis 40 Prozent unter dem Vorquartalsniveau liegen, hieß es. Dies entspricht 221 bis 257 Millionen Dollar – weit weniger als die bislang von Analysten durchschnittlich prognostizierten 570 Millionen Dollar Umsatz.

Anleger reagieren verschreckt: Die Titel stürzen bis 9:55 Uhr New Yorker Zeit um zwölf Prozent auf 15,81 Dollar.

CIENA 4.Q.2001 4.Q.2000
Umsatz in Mio. US-$ 367,8 287,6
Ergebnis in Mio. US-$* 17,1 41,9
Ergebnis je Aktie in US-$ 0,05 0,15

* vor Sonderfaktoren

© 13.12.2001 www.stock-world.de

[St.Tropez]

Ciena: Ausverkauf nach Ergebniswarnung

Die Aktie von Ciena vollzieht im regulären Handel das
nach, was sich vorbörslich bereits abzeichnete: Drei
Stunden nach Börseneröffnung verliert das Papier 14,6
Prozent auf 15,34 Dollar. Dabei liegen die Umsätze schon
fast beim doppelten des Tagesdurchschnitts. Die vor
Börsenbeginn vorgelegten Zahlen zum abgelaufenen
Quartal lagen genau im Fadenkreuz der Marterwartungen . Die erheblichen Goodwill-Amortisationen werden
auch im Hinblick auf die Änderungen der Rechnungslegungs-Vorschriften nach US-GAAP weggesteckt.

Unternehmens-Chef Gary Smith hat mit der Ankündigung massiver Investitionen in Forschung, Entwicklung
und Marketing die Flucht nach vorn angekündigt und auf kurze Sicht rote Zahlen vorausgesagt. Das hätten
Anleger vielleicht sogar noch mittragen können. Der Auslöser für den heutigen Ausverkauf war einerseits die
Ankündigung, dass das laufende erste Geschäftsquartal 2002 mit 221 bis 257 Mio. Dollar zwischen 30 und
40 Prozent weniger Erlöse hereinbringen wird als das Vorquartal. Der Markt rechnete bisher mit 349 Mio.
Dollar. Andererseits spricht Smith genau in dem Moment von Unsicherheit und Unprognostizierbarkeit, in dem
die wirtschaftliche Erholung zu einem noch festzulegendem Datum – nach landläufiger Meinung - eine
ausgemachte Sache ist. Jetzt muss sich zeigen, ob der Markt die aktuelle Warnung genauso als
Unternehmensbesonderheit abtut, wie früher im Jahr die gegenüber dem Markt deutlich bessere
Unternehmensentwicklung. Die Anleger werden sich damit angesichts der gleichzeitig erfolgten
Umsatzwarnung der Nummer eins beim Telekommunikations-Equipment für optische Netzwerke, Lucent ,
vermutlich schwer tun. „Alle Investoren, mit denen ich gesprochen habe, haben an das Wunder geglaubt,
dass Ciena den Downturn besser als jeder andere übersteht,“ sagt Ariane Mahler, Analystin bei Dresdner
Kleinwort Wasserstein. Sie empfiehlt den Verkauf der Aktie und verweist auf einen der größten Kunden.
Qwest, ein Betreiber von Telefon- und Internet-Diensten, hat heute gerade angekündigt, weitere 7.000 Stellen
zu streichen . „Es ist kaum denkbar, dass sich Ciena mit solchen Kunden einem Downturn auf Dauer
entziehen kann.“ Finanzvorstand Joseph Chinnici rechnet damit, dass im laufenden Quartal 8 bis 12 Cent je
Aktie vor Einmal-Aufwendungen verloren werden. Auch das Gesamtjahr dürfte im roten Bereich enden. Bisher
ging der Markt von 34 Cent Gewinn je Aktie aus. Ob angesichts solcher Perspektiven und Verunsicherungen
schon ein Boden in der Kursentwicklung erreicht ist, muß bezweifelt werden. Die immer noch ausstehende
wirtschaftliche Erholung trifft mit schwachen Unternehmensaussichten zusammen. Wohin tendieren die
Anleger? Überwiegt der Glaube an die Belebung der Märkte oder werden schlechte Unternehmensdaten als
Beweis für die noch weiter andauernde Misere genommen. Die Antwort des Marktes steht noch aus.

Quelle: © comdirect bank AG 2001

Ich sage nur: Good By Ciena...

[St.Tropez]

Sehen wir die 10 $ ???

[Groupier]

14.12. 03:10
CIENA - Fiber Optic High End Techtitel
-----------------------------------------------------------
(©BörseGo - http://www.boerse-go.de)





CIENA ist ein Anbieter von faseroptischen Netzwerklösungen für Telekommunikations-Carrier und Service Provider. Das Unternehmen gilt als Pionier in der kommerziellen Entwicklung von Systemen zur Multiplexierung dichter Wellenlängen (DWDM). CIENA ermöglicht den Kunden damit die Kapazität und Flexibilität ihrer bestehenden Glasfasernetzwerke drastisch zu erhöhen und so einen umfassenderen Service in Punkto Bandbreite zu wettbewerbsfähigen Kosten anzubieten. Das Produktangebot umfasst die drei wichtigsten Applikationen im optischen Bereich: Übertragung im Kern des Netzwerkes, städtische Netzwerke und optische Switching Systeme. Die Plattform MultiWave CoreStream™ ermöglicht eine Übertragung von Daten mit einer Kapazität bis zu 2 Tbps über eine einzige Glasfaser. Die optischen Switches verknüpfen verschiedene Teilbereiche von Glasfaser-Netzwerken zu einem Gesamtnetzwerk und verwalten die Bandbreite. CIENA bietet außerdem Lösungen für städtische Netzwerke an, die hinderliche Flaschenhälse in der Übertragung von Daten beseitigen. Dies führt zu einer erheblichen Kostenreduktion der Kunden, da diese die benötigte Bandbreite flexibel den nachgefragten Auslastungsgraden anpassen können. CIENA LightWorks™ ist eine Netzwerk-Architektur für die Datenübertragung im optischen Bereich. Es reduziert die benötigten Komponenten eines Netzwerkes und sorgt somit für eine Vereinfachung der Netzwerke. Die Produkte MultiWave CoreDirector und CoreDirector CI kombinieren die Funktionalität von verschiedenen Netzwerkelementen in einem einzigen Netzwerkelement. Vorteile bestehen für Service Provider in einer geringeren erforderlichen Kapitalausstattung, in einer Vereinfachung des Netzwerkes und in geringeren Betriebskosten für das Netzwerk. ON-Center ist ein software-basiertes Tool für das Management von Netzwerk und Layern. Es wurde entwickelt um neuartige Dienstleistungen im optischen Bereich schnell und kostengünstig implementieren zu können


Partner & Kunden

Zu den Kunden CIENA’s gehören Carrier und Service Provider. Insgesamt hat CIENA 49 Kunden, 33 davon generierten Umsatz im 3. Fiskalquartal ‘01. Zu den Kunden gehören Cable&Wireless, GTS Network, Sprint, PSINet, WorldCom, XO Communications, Enron Communications oder MCI. Im 2. Fiskalquartal ‘01, das zum 30.04.01 endete, konnte CIENA acht neue Kunden gewinnen, darunter Dynegy, Genuity, Level 3 und TyCom. Mit Beijing IDN, ein joint venture des größten chinesischen Elektronikunternehmen und der amerikanischen IDN Telecom, konnte CIENA den ersten Kunden auf dem chinesischen Markt gewinnen. Mit folgenden Kunden bestehen Partnerschaften: Alltell, Bell Atlantic, Bell South, Crosswave Communications, Cable & Wireless, Enron Communications, Korea Telecom, MCI Worldcom, Sprint, Williams Communication, Completel, GTS Networks, Racal Telekom, Telia AB oder Mobilcom. Zusammen mit Cisco Systems initiierte CIENA das Forum “Optical Internetworking” (OIF), das inzwischen alle wichtigen Produzenten von optischen Systemen und IP-Routern beinhaltet, um gemeinsame Standards zu entwickeln.


Konkurrenz

Zu den Konkurrenten gehören international tätige Unternehmen, die den Markt für Telekommunikationszubehör über Jahre dominierten, wie Lucent Technologies, NorthernTelecom, Alcatel Alsthom Group, NEC, Cisco Systems (durch die Übernahme von Pirelli SpA), Siemens, Fujitsu Group, Hitachi und Ericsson. Weitere Konkurrenten sind ONI Systems, Sycamore Networks, Corvis Systems und Tellium. Unternehmen, die im Bereich TDM* tätig sind, konkurrieren mit CIENA auf dem Markt für Übertragungskapazitäten. Zu diesen Unternehmen gehören Lucent, Alcatel, Nortel Networks, Fujitsu, Hitachi und NEC.


Finanzen

CIENA erzielte im 2.Fiskalquartal ‘01, das zum 30.04.01 endete, einen Umsatz in Höhe von $425,40 Millionen. Dies entspricht einem sequentiellen Wachstum von 20,9%. Im Vergleich zum 2. Fiskalquartal ‘00 konnte der Umsatz um 129,1% wachsen. Damit ist CIENA bislang eine seltene Ausnahme, da Konkurrenten, wie Nortel, Sycamore und Cisco drastische Umsatzeinbrüche hinnehmen mussten. CIENA sieht den wichtigsten Grund für dieses Wachstum in einer Verlagerung der Ausgaben der Carrier weg von kostenintensiven, schwer skalierbaren Netzwerken, hin zu flexiblen optischen Netzwerklösungen. CIENA erzielte im 2.Quartal ‘01 einen Gewinn in Höhe von $65,4 Millionen, bzw. $0,20 pro Aktie. Die Konsenserwartungen der Wallstreet wurden damit um $0,04 übertroffen. Im 2. Quartal des letzten Jahres erzielte CIENA einen Gewinn von $0,06. Selbst die Profitabilität konnte gesteigert werden. Im Vergleich zum 2. Fiskalquartal ’00 nahm sie um 170 Basispunkte auf 45,6% zu. Gegenüber dem 1. Quartal ‘01 blieb sie nahezu unverändert. Damals erreichte sie 45,5%.Ein drastischer Preiskampf, der insbesondere von Corvis geführt wird, könnten die Margen von CIENA im nächsten Quartal unter Druck bringen. Ein erstes Indiz für sich abschwächende Umsätze, ist die sequentielle Zunahme des Lagerbestandes im 2. Quartal ‘01um $69 Millionen auf $276 Millionen. Dies deutet darauf hin, dass CIENA auch von der Absatzschwäche im Telekommunikationsmarkt erreicht wird. CIENA verfügt über eine ausgezeichnete Liquidität. Der Bestand an Cash und bargleichen Mitteln betrug zum 30.04.01 $1,144 Milliarden. Weitere Liquiditätsreserven in Höhe von $357,16 Millionen sind in kurzfristigen Anlagen geparkt.


Risiken

Rapider technologischer Wandel; Abhängigkeit von einer begrenzten Anzahl an Zuliefer- Unternehmen, die gleichzeitig Konkurrenten sind, wie z.B. Alcatel, Lucent, NEC, Nortel und Siemens; lange Verkaufszyklen (oftmals mehr als 1 Jahr); wenige Kunden repräsentieren einen beträchtlichen Teil des Umsatzes, daraus resultiert ein großer Auftragswert einzelner Kundenbestellungen; gewisse Abhängigkeit von einem einzelnen Produkt-Typ in einem Nischenmarkt; Wachstum- und Gewinnerwartungen sind bei kleineren, wachstumsstarken Unternehmen volatiler.

[Groupier]

17.12.2001
CIENA neues Kursziel
Credit Suisse First Boston

Rating-Update:

Die Analysten vom Investmenthaus Credit Suisse First Boston reduzieren ihr Kursziel für die Aktie von CIENA (WKN 905348) von 27 auf 23 US-Dollar. Das Anlageurteil laute weiterhin "buy".

[Groupier]

THOMAS WEISEL

CIENA "attractive" Datum: 08.01.2002

Rating-Update: Die Analysten vom Investmenthaus Thomas Weisel stufen die Aktie von CIENA unverändert mit "attractive" ein.
Der Titel repräsentiere eine langfristig attraktive Gelegenheit.
Eine Wiederaufnahme des Wachstums sei jedoch vor dem zweiten Kalenderquartal unwahrscheinlich. (WKN 905348)

[Mr._Burns]

Wo seht Ihr das Kursziel für die Aktie auf Sicht von 3-6 Monaten? Sind 20-30 USD realistisch???

[Groupier]

@ Burns

Also kurzfristig rein charttechnisch eher nicht.

Realistisch sind 18 USD mit viel Glück 21 USD als Spitze.
Da liegen deftige Widerstände in Massen.

Die Telecoms müßten einfach wieder investíeren, aber das tun sie nicht.

RISIKO!
Für Ciena könnte der ENRON-Bankrott (incl. der Bestechungsverdächtigungen im Senat) in den nächsten Tagen ein ziemliches Kursdesaster werden.
Weil ENRON-DATA auch Schlachtopfer ist und Ciena Großkunde war.

Ich denke aber das könnten dann die Einstiegskurse sein.
Die ANALysten glauben, das Ciena bei einem Anspringen der Telekominvestitionen bevorzugt hyped.

Denn bevor neue Leitungen vergraben werden, wird man weils billiger ist zuerst die vorhandenen verbindungen Leistungssteigern.
So die Vermnutung!

Also vorerst nix los mit Ciena

N8

Groupier

[Groupier]

Ciena exec sees turnaround

By Mike Tarsala, CBS.MarketWatch.com
Last Update: 12:22 PM ET Jan. 28, 2002

SAN FRANCISCO (CBS.MW) --
The networking equipment industry could soon see sales growth for the kinds of equipment that combines functions and automates networks,said Thomas Mock, Ciena`s (CIEN) vice president of product portfolio management.

Mock addressed investors at the Banc of America Technology Conference.
See full conference coverage.

Mock said he sees capital-spending-to-revenue ratios in the networking equipment industry returning to the stronger levels like those seen in the late 1990s.
And he sees consolidation ahead for some of the companies in his industry.

He added that telecommunications carriers, the equipment makers` main customers, are getting back to historical spending levels.

Ciena shares were down 1.8 percent to $13.18 at midday.

Mike Tarsala is a San Francisco-based reporter for CBS.MarketWatch.com.



Dann wollen wir mal hoffen das der Herr Mock nicht auf gutes Wetter hofft!
Und der Turnaround der Szene endlich wirklich da ist.
Nur 2 % im Plus heute also die Rallye wars noch nicht.

Die ANALysten, dementieren das auf der PK verschärft läuft gerade auf n-tv. 22.36 28.01.2002

Groupier

[Groupier]

Also auf Island halten sich die nachbörslichen Kurse über dem heutigen Schlusskurs von

13,69 USD
ca. 7,6 Millionen Stck Umsatz
eher wenig aber mehr als die letzten Tage!

Island Kurse 13,70 - 13,80 USD
Umsatz > 1,7 Millionen also recht hoch nachbörsdlich

[Groupier]

Ciena VP sees some signs carriers ready to build

MONDAY, JANUARY 28, 2002 4:29 PM
- Reuters U.S. Company News


SAN FRANCISCO, Jan 28 (Reuters) - Telecommunications carriers may soon have to resume building networks as key traffic routes become congested, an executive at optical networking company Ciena Corp. (CIEN) said on Monday.

Thomas Mock, vice president of product portfolio management, said it was still too early to call a rebound for the beleaguered sector. The company in December warned it could lose money this year as customers cut capital spending.

"I wouldn`t say we`ve seen anything fundamentally change in the environment since then," he said on the sidelines of the Banc of America investor conference. "There is still some bad news," like declining prices for long distance services, he said.

But Mock said a number of hopeful signs suggested bottlenecks that held up new network building were clearing up.

"We`re beginning to correct inventory excesses that the carriers were under," he said.

Mock said operating costs were stabilizing, the ratio of carrier capital expenditures to revenue was returning to the more normal levels of the late 1990s, with estimates at 29 percent for 2001 and 22 percent for 2002, suggesting a return to normality.

And telecommunications traffic on major routes was reaching the point where new investments would be needed, he added.

Mock said 14 of 22 major communications routes between pairs of cities were at around 70 percent of network capacity utilization. Of the 22 routes, 17 were around 60 percent of capacity.

The 70 percent level typically triggered major carriers to resume building, he said.

The carriers had also tweaked their networks to improve performance with new technology about as far as they could.

"You are getting to the point where we`ve mined about as much capacity as we can out of the infrastructure that has been built, and carriers are soon going to have to look at new infrastructure builds," Mock said.

But he said the timing was still unclear. "It is going to be difficult to say what 2002 holds in aggregate," he concluded.

REUTERS

[Groupier]

Heute hat bei Ciena die Credit Suisse First Boston zugeschlagen.
James Parmelee heißt die Dreckschleuder


RESEARCH ALERT-CSFB cuts Ciena estimates
THURSDAY, JANUARY 31, 2002 2:00 PM
- Reuters U.S. Company News


CHICAGO, Jan 31 (Reuters) - Credit Suisse First Boston cuts its financial estimates on Thursday for optical networking firm Ciena Corp. (CIEN) , citing near-term weakness in the long-haul optical market.

Credit Suisse First Boston analyst James Parmelee said in a research note that he was cutting his fiscal 2002 sales
estimate to $1 billion from $1.1 billion and widening his estimated loss per share to 41 cents from a loss of 34 cents.

He also cut his fiscal 2003 sales estimate to $1.4 billion from $1.5 billion,
but left his estimated profit for that year unchanged at 20 cents a share.

For the first quarter of fiscal 2002, Parmelee cut his sales estimate to $215 million from $240 million and maintained an estimate for a loss of 12 cents a share.

The reduction was mostly due to lower expectations for Ciena`s long-haul optical business based on weakness in that sector and reliance on carriers like Qwest Communications International Inc. (Q) ,
which have significantly cut capital spending, he said.

Long-term, Ciena will be a significant beneficiary of a recovery in the optical networking equipment market emerging some time in late 2002 or early 2003 based on relative product strength in switching and transport, Parmelee said.
In afternoon trade, Ciena was off 52 cents to $12.99 a share.

REUTERS
Rtr 14:00 01-31-02

[Groupier]

Auf Island.Com haben sich die Ciena nachbörslichen Kurse
etwas erholt.

Schlusskurs 12.70 USD

Island Kurse 12,78 - 12,85 USD
Umsatz > 1,6 Millionen also recht hoch nachbörsdlich

[Groupier]

Eine Liste der Top Ciena Holders !


CIENA Corporation (NASDAQ:CIEN)

As of 31 Jan 2002, 17:03 ET
Name Date reported Chng in shrs Shrs held now

FIDELITY MGMT & RESEARCH CO 30 Sep 2001 260,514 46,586,607

MFS INVESTMENT MANAGEMENT 30 Sep 2001 13,011,566 20,654,641

OAK ASSOCIATES, LTD. 30 Sep 2001 1,270,558 16,946,342

T. ROWE PRICE ASSOCIATES, INC. 30 Sep 2001 5,087,284 11,107,481


Top Mutual Funds
As of 31 Jan 2002, 17:03 ET
Name Date reported Chng in shrs Shrs held now

FIDELITY AGGRESSIVE GROWTH FD 31 May 2001 3,518,500 15,749,100

MFS MID CAPITAL GROWTH FUND 30 Sep 2001 4,671,000 5,693,800

FIDELITY MAGELLAN FUND 30 Sep 2001 712,395 4,068,095

T ROWE PRICE SCIENCE TECH FD 30 Jun 2001 0 4,000,000


Top Insiders
As of 31 Jan 2002, 17:03 ET
Name Date reported Chng in shrs Shrs held now Relation

NETTLES PATRICK H 20 Sep 2001 -158,600 4,893,800 CB
SINGH JAGDEEP 31 Mar 1999 0 3,155,778 D
CHAMPA MICHAEL A 25 Aug 1999 0 1,683,428 OX
CHI CHARLES 27 Dec 1999 -100,000 1,187,204 VP

[Groupier]

Noch´n downgrade diesmal von UBS


2:55pm 02/01/02 UBS lowers Ciena price target to $16 (CIEN) By Michael Baron
Ciena (CIEN) is losing 65 cents, or 5.1 percent, to $12.05, in late action. Shares of the Linthicum, Md., fiber optics firm is selling off after UBS Warburg lowered its estimates 2002 and 2003 due to continued market weakness and stiffer competition. The firm maintained its "hold" rating on Ciena, but it lowered its price target to $16 per share from $19. UBS cited the recent financial reports of other players in the fiber optics sector such as JDS Uniphase (JDSU) and Nortel (NT) as evidence that the market remains sluggish. One potential competitior cited by UBS was Lucent (LU) , which the firm said is making a push into Ciena`s core long-haul market.

[Groupier]

Bei den VORSTANDS-Gehältern kommt Laune auf.


Ciena chairman, CEO paid BONUSES for 2001
FRIDAY, FEBRUARY 01, 2002 7:07 PM
- Reuters U.S. Company News

LOS ANGELES, Feb 1 (Reuters) -
The chairman and chief executive of optical networking company Ciena Corp. (CIEN) received bonuses in 2001 equal to or larger than their base salaries and were guaranteed new payments if company is taken over and they are fired, Ciena said on Friday.

In a proxy statement filed with the U.S. Securities and Exchange Commission, Linthicum, Maryland-based Ciena said Chairman Patrick Nettles received a $700,000 bonus on top of his $700,000 salary last year.

Chief Executive Gary Smith received a bonus of $575,000 on top of his salary of $569,231.

The company said the bonus for Smith, who became CEO in May 2001, was paid because the company met or exceeded its financial goals for each of the last two quarters of fiscal 2001.

Ciena said Smith was again eligible for a bonus of up to 100 percent of his salary in fiscal 2002, based on a 25 percent bonus for each quarter in which objectives are met or exceeded.

The company also said Smith`s employment agreement guaranteed him a payment of $3 million after Aug. 18, unless Ciena changes ownership and he is fired in a management shake-up.

In that case, the $3 million would be due to Smith at the time, the company said.

In addition, a new severance agreement signed in December guarantees Smith $3 million, or three times his salary and bonus at the time, whichever is greater. In addition, all of his share options in the company would vest immediately if he were fired without cause within a year of a change in the company`s control, Ciena said.

Both Smith and Nettles also received supplemental stock grants in October, along with the rest of the company`s board and other company employees who held options with strike prices greater than $40.

Nettles received options for 170,300 shares while Smith received options for 256,600 shares, at a strike price of $16.38 per share.

According to Ciena`s filing, as of Oct. 31 Nettles held exercisable options worth $26.9 million, while Smith had such in-the-money options worth $387,522.

A spokesman for Ciena was not immediately available for comment.

In mid-December, Ciena posted a net loss of $1.8 billion for its fiscal fourth quarter after writing down most of the value of an acquisition of Cyras Systems Inc in early 2001 for $2.6 billion. The company also said it expected more weakness during the current quarter.

For the full fiscal year, Ciena posted a loss of $1.8 billion, or $5.75 per share, compared with a net profit of $81.4 million, or 27 cents per share, in fiscal 2000.

Ciena shares closed on Friday down 5.5 percent at $12. The stock has lost 85 percent over the last 52 weeks.

The proxy statement was filed in connection with the company`s annual meeting, scheduled for Mar. 7. The only scheduled business for the meeting listed in the proxy was the election of three members of the board of directors.

REUTERS
Rtr 19:07 02-01-02

[Groupier]

Nächstes Downgrade!
Wird wohl nicht das letzte sein weil keine Erholung am Telecomsektor in Sicht.
Außerdem selbst wenn Ciena im nächsten Jahr wieder profitabel wird.
Dann ist das zu erwartende KGV von 130 ... 170 nicht gerade eine Investitionseinladung.
Und die Charttechnik ist (obwohl Ciena bereits überverkauft ist) eine reine Ansammlumg von Widerstandslinien.




RESEARCH ALERT

-ABN AMRO cuts Ciena rating to `hold`

MONDAY, FEBRUARY 04, 2002 3:59 PM - Reuters U.S. Company News

CHICAGO, Feb 4 (Reuters) - ABN AMRO said it cut its rating on optical networking company Ciena Corp. (CIEN) on Monday to ``hold`` from ``add,`` citing weak results by competitors.

Analyst Kenneth Leon in a research note said absent profitability in fiscal 2002, he believes Ciena management will have to capitulate and take necessary cost-cuts to achieve breakeven.

He also cut his earnings per share estimate for fiscal 2002 to a loss of 26 cents from a loss of 13 cents, and reduced his estimate for a 2003 per share profit to 7 cents from 13 cents. He also revised his 2002 and 2003 revenue estimates to $965 million and $1.15 billion, from $1.155 billion and $1.37 billion, respectively.

Ciena`s stock was off $1.79, or almost 15 percent, at $10.21 in afternoon trading on Nasdaq.

Low capital spending from large service providers has hurt Ciena`s prospects of getting early contract wins for 2002, Leon said in the report.

While he still likes the competitive position of Ciena`s CoreDirector optical switching product, he has concerns about the firm`s overall competitive position.

REUTERS
Rtr 15:59 02-04-02

[Groupier]

U.S. stocks to fall at open after Ciena warns
TUESDAY, FEBRUARY 05, 2002 9:26 AM
- Reuters U.S. Company News

U.S. stocks to fall at open after Ciena warns

By Haitham Haddadin

NEW YORK, Feb 5 (Reuters) - Stocks were set to open flat to lower on Tuesday as sentiment soured after Ciena Corp. (CIEN) warned results would disappoint and key brokerages issued negative comments on other technology companies.

Investors await potentially market-moving economic data for more clues on the status of the world`s largest economy. Those include orders in the non-manufacturing services sector last month, January layoffs, factory orders for December and weekly data on U.S. business activity, all due after the open.

Ahead of the open, the Street got some downbeat figures. U.S. chain store sales slipped in the latest week as the onset of cold weather kept consumers away from department stores, the Bank of Tokyo-Mitsubishi and UBS Warburg reported in their Weekly Chain Store Sales Snapshot.

Another sales report came in mixed. Retail sales at discount, chain and department stores rose in the four retail weeks of January, but the pace of sales slowed modestly in the latest week, Instinet Research said in its weekly report.

Ciena, the optical networking company, said it would report a wider fiscal quarterly loss than analysts had expected. It said several major customers were making significant reductions in equipment purchases, and said it would cut about 12 percent of its work force.

Suppliers of the communications and telecommunications industries have been hit hard the past year by the slowdown in spending, including by some of Ciena`s largest customers like Qwest Communications International Inc. (Q) .

Ciena shares were halted briefly, but later dropped to $8.70 in pre-open trade from a close at $10.12 on Monday.

More negative news came from the Wall Street houses. Bear Stearns said it cut handheld computer maker Palm Inc. (PALM) . to "neutral" from "attractive", adding the downgrade was related to the new Palm i705 product. Palm shares fell to $3.15 pre-open from a close of $3.31.

"Given that execution was the key element behind our upgrade of the stock, we are downgrading back to Neutral -- we are concerned that the difficulties with launch of i705 could lead to a shortfall in sales and earnings," said Bear Stearns analyst Andrew Neff in a note to clients.

Morgan Stanley cut Sprint PCS Group (PCS) to "neutral" from "outperform". Sprint, the nation`s fourth-largest wireless firm, said after the close on Monday its fourth-quarter net loss narrowed from a year earlier and revenues rose as it added 1.11 million net subscribers as expected. Shares closed at $13.75 but fell to $13 in pre-open trade.

Merrill Lynch said it cut General Dynamics (GD) , the defense contracting giant, to a mid-term rating of "buy" from "strong buy". General Dynamics closed at $88.98 Monday and no trades were reported early Tuesday.

Tuesday`s raft of data meanwhile could influence trading, traders said, but investors` jitters about Corporate America`s accounting practices remain the wild card.

"All those things (data) are important but a lot of them are also factored into the market already," said Bill Punk, managing partner at Punk Ziegel & Co. "What is taking place in the market right now is more of the Enrons of the world, and the negative stories that are out there on a consistent basis. Once that stops, equities will get back to acting better."

Stocks crumbled on Monday, sending the broad market to a three-month low, as investors caught a fresh bout of "Enronitis" - the Street`s nickname for the confidence-sapping malaise that has investors questioning the honesty of corporate financial statements.

Wall Street has been grappling with a crisis of confidence after accounting problems at energy trading giant Enron Corp. (ENRNQ) (ENE) led to its record collapse and sent investors back to corporate books in search of other possible problems. Tyco International Ltd. (TYC) and other companies with complicated financial structures like General Electric Co. (GE) were caught in the maelstrom.

Tyco continued its decline, falling in pre-open trade to $28.20 from Monday`s close of $29.90, while GE traded at a par with its close of $35 but later rose to $35.45 after it reaffirmed it`s earnings target for 2002.

Equity index futures, which earlier were mixed, all moved into negative territory and were flagging a lower open across the board on Wall Street.

Front-month Standard & Poor`s 500 () futures fell 2.30 points at 1,093, having trade slightly higher earlier, and Dow futures cut a gain of about 11 points to fall 23 points at 9,660. The Nasdaq 100 contract for March moved deeper into the red, down 14 points to 1,473, suggesting a decline of about 0.90 percent at the open.

"We might open up a little bit sloppy but I don`t think it will last. The market is oversold," Lance Zipper, managing director of equity trading at Brean Murray & Co. "We had a pretty strong sell-off yesterday with everybody nervous about the accounting procedures. Today I think we will have some short covering."

On Monday, the broader Standard & Poor`s 500 Index () lost 27.76 points, or 2.47 percent, to 1,094.44 -- its lowest close since Nov. 2. The Nasdaq Composite Index () fell 55.71 points, or 2.91 percent, to 1,855.53. That was the tech-laced index`s lowest finish since Nov. 12. The blue-chip Dow Jones industrial average () tumbled 220.17 points, or 2.22 percent, to 9,687.09 -- its lowest close since Jan. 29.

REUTERS

[Groupier]

Cisco, Ciena sign contracts with AT&T

11 Feb 2002, 1:22pm ET

(Recasts with Ciena background, adds analyst assessment, updates stock action, changes dateline from SAN JOSE, Calif.)

CHICAGO, Feb 11 (Reuters) - Networking companies Cisco Systems Inc. (NASDAQ:CSCO) and Ciena Corp. (NASDAQ:CIEN) said on Monday they signed contracts worth millions of dollars to supply equipment for long-distance telephone carrier AT&T Corp.`s (NYSE:T) optical network.

San Jose, California-based Cisco, the world`s largest maker of equipment that directs traffic on the Internet, said AT&T has installed Cisco`s ONS 15454 Sonet Multiservice Platform optical transport system, a box that allows transport of voice, video and data, as well as the software to manage the system.

Exact terms of the deal were not disclosed, but Cisco said it is a multiyear, multimillion-dollar contract.

UBS Warburg analyst Nikos Theodosopoulos estimated the contracts were worth $50 million to $100 million for both Cisco and Ciena.

Cisco`s stock was up 64 cents, or 3.8 percent, at $17.40, while Ciena was up 68 cents, or 7.2 percent, at $10.14 in afternoon trading on the Nasdaq.

AT&T`s new intelligent optical network will carry Private Line, Internet, voice, data and video traffic while restoring service faster in the event of a failure or disaster, and significantly improving service delivery intervals, Cisco said.

Ciena, based in Linthicum, Maryland, will supply its CoreDirector switch to AT&T, and Theodosopoulos said the phone giant is likely the new 10 percent customer Ciena referenced but did not identify on Feb. 5 when it warned about its first-quarter results. He said AT&T likely provided as much as 20 percent of Ciena`s revenues in its fiscal first quarter.

Ciena signed its first contract with AT&T last May, providing the phone giant with its MultiWave Metro fiber-optic transport system.

Copyright 2002, Reuters News Service

[Groupier]

LINTHICUM, Md.
--(BUSINESS WIRE)--Feb. 13, 2002

--CIENA Corporation (NASDAQ:CIEN) will announce results for its fiscal 2002 first quarter on Thursday, February 21, 2002, via Business Wire and First Call before the open of the financial markets.

The press release also will be available on CIENA`s website at www.ciena.com.
In conjunction with the announcement, CIENA`s management will host a teleconference call beginning at 8:30 AM (Eastern). Interested listeners may access the live web broadcast at www.ciena.com.

Rebroadcast Information

For those listeners unable to participate in the live web broadcast on Thursday, February 21, an archived version of the conference call will be available shortly following the conclusion of the live call in the Investor Relations section of CIENA`s website at:


Also am Donnerstag den21. 2. 2002 gehts mal wieder zum vorerst letzten ATL-Test.

[Groupier]

LINTHICUM, Md.
--(BUSINESS WIRE)--Feb. 13, 2002

--CIENA Corporation (NASDAQ:CIEN) will announce results for its fiscal 2002 first quarter on Thursday, February 21, 2002, via Business Wire and First Call before the open of the financial markets.

The press release also will be available on CIENA`s website at www.ciena.com.
In conjunction with the announcement, CIENA`s management will host a teleconference call beginning at 8:30 AM (Eastern). Interested listeners may access the live web broadcast at www.ciena.com.

Rebroadcast Information

For those listeners unable to participate in the live web broadcast on Thursday, February 21, an archived version of the conference call will be available shortly following the conclusion of the live call in the Investor Relations section of CIENA`s website at:


Also am Donnerstag den21. 2. 2002 gehts mal wieder zum vorerst letzten ATL-Test.

[Groupier]

Ciena ...


By CBS.MarketWatch.com
Last Update: 9:47 AM ET Feb. 16, 2002

... Also due to report, beleaguered fiber optic firm Ciena ... is expected to lose 20 cents a share on $164 in revenue, a drastic reversal from last year`s first-quarter gain of 18 cents a share on $352 million in revenue.

[Groupier]

SteveHarmon / Tech Investment Report


Ciena (NASDAQ:CIEN) to Buy ONI Systems (NASDAQ:ONI)
For $900 Million Stock Swap; Deal Brings Cash and More Metro To Ciena.

In a deal announced Feb. 18 the long-awaited consolidation in optical networking begins as Ciena agrees to acquire ONI in a stock swap that values ONI at about $6.44 per share.

ONI closed Feb. 15 at $5.54 per share, so Ciena`s offer is a 16% premium versus Friday`s close.

Under terms of the offer each share of ONI common stock will be exchanged for 0.7104 shares of CIEN.
ONI shareholders will own about 24% of the combined company, to be called Ciena.

The acquisition highlights the enormous pressure that one-trick telecom and networking equipment companies have when large carriers want end-to-end solutions.

ONI helps Ciena in the metro optical networking markets.

For the fiscal year ended 10/31/01, Ciena revenues rose 87% to $1.6 billion.
Net loss totaled $1.79 billion vs. an income of $81.4 million.
Net loss reflects a $1.72 billion charge for goodwill.

For the fiscal year ended 12/31/01, ONI Systems revenues totaled $195.7 million, up from $59.7 million.
Net loss was up 33% to $188.3 million.

What the deal does:

1) Makes Ciena a leader in optical for metro markets

2) Gives Ciena a wider product line to sell to wider customer base.

3) Helps Ciena cut expenses by reducing marketing, personnel and R&D costs

Our analysis shows that Ciena is getting a good deal due to ONI`s cash position, that puts this at what Wall Street merger pros call "effective" deal value.
The "effective" deal value is $342 million once we factor in ONI`s working capital.

In other words, Ciena pays .7104 shares of CIEN for ONI and inherits a nice cash pool besides.
Ciena already has about $640 million working capital as of its latest quarter.
So this is about adding cash to cash and product to product, survival of the fittest.

ONI Systems NASDAQ:ONIS

Shares out 139.67

Price 2/15 $ 5.54

Market cap $ 773.78

Ciena Bid $ 900.00

Per share $ 6.44

Bid vs. close 16%

Net working capital $ 557.78

Effective deal value $ 342.22
(in millions, except for share price)

Bottom line is ONI gets bailed out by a stronger player, Ciena .

We view Ciena as an up-and-coming consolidator in the end-to-end optical space, unless its rivals and larger networking firms act first to acquire the smaller providers.

Arbitrageurs will have fun with this one, since ONIS trades at a 16% discount to the CIEN bid.
Another angle is for every share of ONIS its shareholders will get .7104 shares of CIEN.
Two ways to play the discount to the bid.





Die S. Harmon (Ex-Inet-Guru) Meinung zeigt das er mit seinem Speku-Fond bei Ciena voll drin ist.
Man mag mich jetzt zerpflücken weil ich den Ami-Kulmbacher hier bringe!
Aber das zeigt der Deal die Karten für bessere GF-Zeiten werden neu gemischt.
Und Ciena/Onis werden wohl bei den Gewinnern sein.
Aber auch selber als Übernahmekandidaten interessanter.

mfg.

Groupier

[Groupier]

Ciena tumbles after dour outlook
Warning overshadows narrow first-quarter loss
By CBS.MarketWatch.com
Last Update: 4:04 PM ET Feb. 21, 2002


LINTHICUM, Md. (CBS.MW) -- Ciena shares fell almost 13 percent to a new 52-week low Thursday after the networking company issued a second-quarter revenue warning along with a narrower-than-expected first-quarter loss.

Warnings from Ciena, BellSouth clock U.S. indexes
Manufacturing on the mend in Philly region
Tech stock downturn widens
US leading indicators point to strong recovery


The Linthicum, Md.-based optical networking company (CIEN: news, chart, profile) posted a first-quarter loss of $70.6 million, or 22 cents a share, a sharp turnaround from net income of $53.2 million, or 19 cents a share, in the year-ago quarter.

Ciena ended down $1.10 to $7.60, its lowest level for the day, with more than 26 million shares changing hands.

The adjusted quarterly net loss, excluding restructuring costs, deferred stock compensation charges, payroll taxes on stock option exercises, amortization of intangibles and net losses on equity investments was $56.7 million, or 17 cents a share. That bested the Thomson Financial/First Call consensus Wall Street estimate for a 20-cent loss.

The optical networking company reported revenue of $162.2 million in the fiscal first quarter vs. $352 million in the year-ago quarter.

Ciena also said it believes second-quarter revenue will come in at $100 million, well off analysts` estimate of $148.5 million.

The company noted that "two of its historically most important customers may purchase significantly less" than had been previously indicated.

"There continues to be a high level of uncertainty surrounding service providers` near-term spending. In our ongoing conversations with our customers we continue to receive indications of further deployment delays," said CEO Gary Smith, in a statement.

Ciena did not name the customers.

In a move to boost sales, Ciena recently bid for ONI Systems (ONIS: news, chart, profile), another optical network company. See full ONI Systems story. But the impact of the all-stock acquisition on financial results is being re-weighed in light of the warning.

"The ONI transaction will likely further trim the numbers in both FY 02 and FY 03 despite management`s guidance of net neutral in 02 and accretive in FY 03," wrote Salomon Smith Barney analyst Alex Henderson.

He reduced his full-year 2002 revenue target to $516 million, down from $689.6 million, and full-year 2003 should come in at $579 million, down from $865 million, excluding ONI Systems` results. Losses should come in at 71 cents a share, wider than the earlier 2002 estimate of 55 cents. Losses for 2003 will hit 46 cents a share, wider than the earlier 21-cent estimate.

The 2002 consensus estimate, according to the average compiled by First Call, was for revenue of $641.2 million and $838.6 million for 2003.

ONI shares were down 30 cents to $5.70.

[Groupier]

Ciena, ONI spell out break-up fees in deal

MONDAY, FEBRUARY 25, 2002 5:50 PM
- Reuters U.S. Company News


NEW YORK, Feb 25 (Reuters) - Optical networking company Ciena Corp. (CIEN) would receive $36.7 million if another bidder emerges for ONI Systems Corp. (ONIS) , according to documents filed on Monday with regulators.

Ciena, which agreed last week to buy ONI for $900 million in stock, would receive the break-up fee, as well as up to $2 million in expenses if ONI`s board supports another bidder, according to an ONI filing with the U.S. Securities & Exchange Commission.

If Ciena, based in Linthicum, Maryland, breaks off the deal because a company bids for Ciena, San Jose, California-based ONI would receive $87.2 million, as well as up to $2 million in expenses, according to the documents.

Ciena made the deal in an effort to bolster its presence in the metropolitan optical networking markets, which are expected to see stronger growth than the long-distance markets served by Ciena. The deal is expected to close in the second or third quarters.



Ums kurz zu fassen wird teuer wenn einer der beiden die Übernahme platzen lässt, nur weil ein anderer Andocken will.

[Groupier]

26.02. 21:21
Nortel Networks: Neues Produkt ein Flop?
------------------------------------------------------------

(©BörseGo - http://www.boerse-go.de)

Führende Analysten äußerten sich heute skeptisch darüber, ob das vielgepriesene Nortel Produkt "HDX" dazu geeignet sei, die Umsatzmisere des Unternehmens zu beenden.

Obwohl Nortel selbst davon gesprochen hatte, daß man mit dem HDX-Switch wieder auf die Erfolgsspur kommen wolle, haben die Kanadier die Einführung des Produkts bislang ausgesetzt.
Am 13.02. gab man bekannt, daß das HDX-Produkt erst Mitte des Jahres verfügbar sein solle, mittlerweile aber schon in Kundenlaboren zu Testzwecken stehen würde.

Nun bemängeln Analysten, daß Nortel die Einführung zu weit hinausgeschoben habe und die Konkurrenz mittlerweile mehr als aufholen konnte, auch in technologischer Hinsicht.
Die Großunternehmen AT&T und WorldCom hätten sich bereits für das Konkurrenzprodukt "CoreDirector" von Ciena entschieden, welches erstens bereits erhältlich und zweitens technologisch ausgereifter sei.
Von anderen Unternehmen erwarte man, daß sie sich diesem Beispiel anschließen würden.

Nortel selbst reagierte promt.
Gegenüber Reuters gab man heute bekannt, daß die Auslieferung nun doch ab sofort beginnen solle.
"Zu spät" lautet der einhellige Kommentar vieler Analysten.
Doch könne man das Potenzial des HDX-Switches nicht abschätzen.
Auf alle Fälle habe Nortel wichtige Zeit verspielt.

[Groupier]

ONI reviews takeover by Ciena

By Stephanie Kirchgaessner in New York
Published: February 26 2002 22:49
Last Updated: February 27 2002 13:38



ONI System, the optical network supplier, on Wednesday said it was "reviewing the facts" related to its $900m takeover by rival Ciena.

The companies said they had postponed a roadshow scheduled for Thursday and Friday in which the companies` executives would promote the merger.

Last week, two days after announcing it was buying ONI in an all-stock deal, Ciena warned that its second-quarter sales would drop 40 per cent.
The announcement, which came as a surprise to ONI executives, prompted some Wall Street analysts to question whether terms of the agreed merger would be changed to reflect the expected sales downfall.

"From our side, we are doing some investigating. The news that came out was new.
As a result, we are spending time talking to Ciena, to understand what the situation is in terms of their business," an ONI spokeswoman said on Tuesday.

ONI said it was "too early to say the merger might not go forward", but refused to comment on whether Ciena`s drop in sales would have an impact on the terms of the deal.

The news has put ONI in a difficult position. The company has already signalled to Wall Street that it needs a large partner to weather the storm breaking over the battered telecom sector.
But Ciena`s news that two of its large customers were cutting back significantly in spending on Ciena`s products put into doubt comments made by Hugh Martin, ONI`s chairman and CEO, about the benefits ONI could get from access to Ciena customers.
It is also unlikely that other merger partners will emerge because the telecoms sector is so volatile.

A Ciena spokesman said on Tuesday that the merger was "going full steam ahead", and that ONI was "doing everything they should be doing" to get approval for the deal.
Both companies require shareholder approval.

The proposed acquisition, which would combine two of the largest optical communications companies, has a $36.7m break-up fee, according to a filing with the Securities and Exchange Commission.

Shares in Ciena closed Tuesday`s trading day up 12 cents at $8.05 , while ONI traded up 20 cents to $5.69.

[Groupier]

Sanmina - Auftrag von Ciena
------------------------------------------------------------
(©BörseGo - http://www.boerse-go.de)

Der Vertragshersteller Sanmina-SCI gab heute bekannt, dass es ein neues Produktentwicklungszentrum für das Netzwerkunternehmen Ciena aufbauen werde und dabei Kapazitäten von Ciena leasen sowie dessen Mitarbeiter anstellen werde.

Die neue Einrichtung soll in der Nähe der Produktionsstätten von Ciena in Linthicum, Maryland entstehen.

[Groupier]

2:01pm 03/11/02

Ciena soars 16 percent after upgrade
(CIEN, ONIS, SONS) By Allen Wan

Shates of fiber-optic company Ciena (CIEN) surged 16 percent, or $1.74, to $10.74, to lead gainers on the Nasdaq after Buckingham Research Group upgraded the company to "neutral" from "swap".
Buckingham called Ciena, along with Oni Systems (ONIS) and Sonus Networks (SONS) , a "survivor" company that should benefit from stabilizing order patterns.
It said that investors have seemingly stopped reacting to bad news and are covering large short positions, which is typically the first step in anticipating a stock/sector recovery.
Shares of Oni surged 13.7 percent, while Sonus gained 9.1 percent.

[Groupier]

11.03. 20:24
Cisco Systems vor Ciena-Übernahme?
------------------------------------------------------------
(©BörseGo - http://www.boerse-go.de)

Auf dem Börsenparkett kursiert zur Stunde das Gerücht, daß der Netzwerkgigant Cisco Systems das optische Netze Unternehmen Ciena übernehmen könnte.
Zum einen suche Cisco ein Unternehmen in diesem Marktsegment, außerdem sei Ciena derzeit außerordentlich günstig.
Schon in der Vergangenheit war Cisco öfter als Akquisiteur aufgetreten und hatte so sein Wachstum durch Übernahmen forciert.

Ciena-Aktien gewinnen aktuell rund 15%, Cisco Aktien verlieren 2,6%.





Leider wohl zu schön um war zu sein das Gerücht,
andererseits halte ich Ciena/Onis ohne Cisco für
schlagkräftiger am Markt.
Aber wenns war ist, erklärt sich die Basherei diverser Spekulantenvereine der letzten Wochen.
Andererseits haben die Bilanzenfilzer von der SEC den Ciena-Großkunde QWEST als Zielscheibe entdeckt und das blieb ohne negative Wirkung auf Ciena zumindest für heute!
Und wie mein Posting #36 zeigt stellen auch die Shortseller auch erstmal glatt.
Also da gibts doch welche die das Gerücht vorsichtshalber Glauben.

mfg.

Groupier

[Groupier]

Ciena auf Island (Nachbörslich)

LAST MATCH Price 10.2200
Time 16:46:35

TODAY`S ACTIVITY
Orders 14,699
Volume 6,485,827

------------------------------------------------------------
BUY ORDERS SHARES PRICE
500 10.1600
500 10.1600
175 10.1500
500 10.1500
1,400 10.1400
100 10.1100
10 10.0900
700 10.0200
250 10.0100
200 10.0100
100 10.0000
200 10.0000
1,000 10.0000
2,000 9.9500
250 9.9300
(146 more)


SELL ORDERS SHARES PRICE
50 10.2200
100 10.2400
400 10.2500
288 10.2800
1,000 10.3000
200 10.3500
1,000 10.3500
5,000 10.4000
2,972 10.4200
500 10.4400
200 10.4500
80 10.5000
2,000 10.5500
5 10.6300
500 10.6500
(151 more)

------------------------------------------------------------
As of 16:48:19 ET


Leider gibt Ciena die die heutigen Gewinne wieder saftig ab.
Gerüchte haben halt kurze Beine

[Groupier]

Mar 12, 2002...
Ciena (NASDAQ:CIEN)

Optical networkers Ciena and its acquisition target ONI Systems (NASDAQ:ONIS) both jump on rumors that networking king Cisco (NASDAQ:CSCO) could acquire them both.

March 11 CIEN shares gain 11% $10.29 per share, while ONIS shares gain almost 9% to $7.11 per share. Ciena already has a $900 million stock offer for ONI Systems.

Short-term take: Another target for a larger networking company could be next-gen voice over Internet firm Sonus Networks (NASDAQ:SONS), which we`re buying.
Sonus has about $97 million working capital and we think could be a leader in voice packet networking, which we see as augmenting dedicated circuit switching.
Rumors aside, we think smaller optical companies are cash-rich and sales and marketing poor.
Half a dozen of them need to be acquired to become long-term global pieces of tomorrow`s networks.

Long-term outlook:
With $22 billion in cash and a viable stock, Cisco has a full buffet available of optical networking firms it could choose to acquire.
The once-acquisitive Cisco hasn`t had a string of acquisitions in years, in what used to be the preferred route for Cisco to grow.
Whether it`s Ciena-ONI or other small optical players, Cisco should act and take advantage of the `blue light special` in these optical stocks.
Today`s famine in telecom should give way to steadier growth as optical slowly integrates into next-generation networks.
Cisco needs to be ready for that.
---


Das Übernahme-Gerücht stammt von einem ANALzysten von BEAR STEARNS, Cal Satrini heißt er.
Reines Wunschdenken also!

[Groupier]

J.P. Morgan Securities Inc. (CIEN)
18 Mar 2002, 08:16am ET
- - - - -

... CIEN: reit long-term buy

- Our estimates for Ciena go from $476.6M/(0.72) to $461.4M/(0.73) in FY02 and from $662.9M/(0.37) to $596.5M/(0.41) in FY03 ...

[Groupier]

CIENA
Unveils WavelengthDirector Optical Add/Drop Mux, Enabling Increased Automation Of Customer Networks

18 Mar 2002, 10:04am ET
- - - - -
LINTHICUM, Md.--(BUSINESS WIRE)--March 18, 2002--
Company Launches Automation Program Designed to Offer the Benefits of Distributed Intelligence to Carriers

CIENA(R) Corporation (NASDAQ:CIEN) plans to demonstrate WavelengthDirector(TM), its new Optical Add/Drop Multiplexing (OADM) product this week at OFC 2002 in Anaheim, California.
WavelengthDirector OADM will allow carriers the flexibility of software provisioning, and can add and drop wavelengths with single channel granularity along network routes.

The initial version of WavelengthDirector is expected to be in customer lab trials this summer.

WavelengthDirector is the first element of CIENA`s new Automation product and feature program designed to bring the benefits of distributed intelligence to the Company`s current and potential customers, telecom service providers.

"One of the customer benefits we anticipate for customers is significant operating expense savings, thanks to WavelengthDirector allowing carriers to do network configuration remotely," said Steve Alexander, senior vice president and chief technology officer at CIENA.
"In addition to the cost savings, this OADM will provide carriers with unparalleled network flexibility."

WavelengthDirector, which enables CIENA`s transport products to work in concert with CoreDirector(TM), can add or drop any or all wavelengths based on commands from the system software.

WavelengthDirector OADM is based upon next generation optical filtering technology that allows very small portions of the optical spectrum to be selectively added and dropped.
When combined with the latest CIENA advances in ultra long-haul transport, the WavelengthDirector allows dramatic reductions in the capital and operational costs associated with deploying networks by replacing costly back-to-back terminals that process all wavelengths with a device that processes only the wavelengths needed at that site. CoreStream transport, WavelengthDirector OADM and CoreDirector combine to offer an intelligent, highly flexible, yet cost effective solution for optical networking in the core of today`s highest performance networks.

Automation Program
One of the differentiating traits of CIENA`s LightWorks(TM) products is that they provide distributed intelligence for carrier networks.
This results in the highest available level of network automation for carriers that deploy them. The goal of the Automation program is for CIENA to use its experience with distributed intelligence to maximize the automation benefits for carriers deploying the Company`s products.

"We are focused on helping our customers build the world`s most efficient networks, not on throwing around technology terms," said Alexander.
"It`s not simply about intelligence.
It`s about the benefit that distributed intelligence offers our customers. And the key benefit is automation, in CoreDirector, now WavelengthDirector and then beyond."

"For long haul carriers, it`s not about products, it`s about networks," said Dana Cooperson, director of optical networking at RHK, Inc. "Flexible, dynamically configurable add/drop functionality is a critical component of efficient extended- and ultra-long haul networks.
The WavelengthDirector OADM, together with other CIENA equipment, creates a new way for carriers to harness distributed intelligence to build and remotely manage highly functional, lower cost optical networks."

CIENA`s product family spans the critical areas of next-eneration intelligent optical networking.
With the products that form CIENA`s revolutionary LightWorks architecture, service providers can build a LightWorks network that reaches from the core of the network to the access edge.
CIENA is the only next-generation provider to offer carriers a complete range of products in long-distance optical transport, metropolitan optical transport, intelligent optical switching and network management.

ABOUT CIENA
CIENA Corporation`s market-leading optical networking systems form the core for the new era of networks and services worldwide.
CIENA`s LightWorks architecture enables next-generation optical services and changes the fundamental economics of service-provider networks by simplifying the network and reducing the cost to operate it.
Additional information about CIENA can be found at http://www.ciena.com.

[Groupier]

ONI Systems lowers estimates, sees quarterly loss
18 Mar 2002, 4:34pm ET
- - - - -

SAN JOSE, Calif., March 18 (Reuters) -

ONI Systems Corp. (NASDAQ:ONIS), a networking equipment maker in the process of merging with Ciena Corp. NASDAQ:CIEN), said on Monday it expects to post a wider first-quarter loss than previously estimated.

The company said it cut its guidance for earnings and revenues because of the decline in capital spending by telecommunications companies.

ONI said it expects first-quarter revenues of $18 million to $24 million and a pro-forma loss, excluding deferred stock compensation and amortization of intangibles, in the range of 24 cents to 27 cents per diluted share.

ONI also said the proposed merger with Ciena is moving forward as planned and is expected to close during the second or third calendar quarter of 2002.

Copyright 2002, Reuters News Service
- - - - -

[Groupier]

J.P. Morgan Securities Inc. (CIEN)

26 Mar 2002, 1:14pm ET
- - - - -
CIEN: reit long-term buy -
We are raising our estimates from $461M/(0.73) to $461M/(0.63) for FY02 and from $597M/(0.41) to $597M/(0.28) for FY03.

[Groupier]

UPDATE 1-Ciena to cut jobs, sees restructuring charges

26 Mar 2002, 10:18am ET
- - - - -
LINTHICUM, Md., March 26 (Reuters) - Optical networking company Ciena Corp.
(NASDAQ:CIEN) on Tuesday said it will cut another 650 jobs, or 22 percent of its total work force, amid a slowdown in telecommunications spending.

"The telecom equipment market has changed dramatically in the last year and we have to adjust to those changes," Ciena President and Chief Executive Gary Smith said in a statement.
"Ciena`s future success depends on our ability to adapt the way we think and the way we run our business."

He added the job cuts will help the company return to profitability.
Ciena currently employs slightly more than 2,900 people.

Ciena`s stock was off 3 cents at $8.32 in heavy Nasdaq trading.

Last month, Ciena cut 400 jobs, or 12 percent of its work force at the time.
It also posted a record quarterly operating loss of almost $57 million in its fiscal first quarter and warned second-quarter results would lag expectations.

Ciena and other telecom suppliers, including Lucent Technologies Inc. (NYSE:LU) and Nortel Networks Corp. (TSE:NT) (NYSE:NT) have been hurt by the drastic slowdown by large telephone companies such as Qwest Communications International Inc. (NYSE:Q) and Sprint Corp. (NYSE:FON)

CIBC World Markets analyst Rick Schafer said the cuts were a good first step, but he still does not see Ciena returning to profitability until fiscal year 2004 unless business conditions change.

"Potentially there`s more that could be done," he said. "There`s always more.
It depends on how long and painful this downturn is. Right now, we`re just staring into the abyss."

Nevertheless, Ciena has a strong balance sheet, Schafer said, and these job cuts should lower Ciena`s break-even point to about $250 million in quarterly revenues from more than $300 million.
Ciena`s first-quarter revenues were $162.2 million, down from $352 million a year earlier.

The Linthicum, Maryland-based company said the job cuts will save about $145 million to $155 million annually, including $85 million to $90 million at the operating expense level.
Ciena expects most of the cost savings to be in place by the fiscal third quarter.

Including a previous $9 million to $11 million it forecast for the job cuts announced last month, Ciena expects to take total charge in the fiscal second quarter of $334 million to $371 million.

Of that total expected charge, Ciena expects to record a restructuring charge of between $125 million and $135 million related to the latest job cuts, lease terminations and the write-down of certain property.
The rest is about $200 million to $225 million for excess inventory.

Employees affected by the latest job cuts will be paid through May 24, be eligible for severance packages and receive outplacement assistance, Ciena said.

Copyright 2002, Reuters News Service

[Groupier]

CIENA Announces Operational Realignment

26 Mar 2002, 09:02am ET
- - - - -
LINTHICUM, Md.--(BUSINESS WIRE)--March 26, 2002--CIENA(R) Corporation (NASDAQ:CIEN) today announced an immediate workforce reduction of approximately 650 employees, or approximately 22 percent of its total workforce, as the Company strives to better align its operations and strategic focus with the current industry environment.

"The telecom equipment market has changed dramatically in the last year and we have to adjust to those changes if we are to maintain our leadership position in the industry," said Gary Smith, CIENA`s president and CEO. "CIENA`s future success depends on our ability to adapt the way we think and the way we run our business in this dynamic environment."

CIENA estimates that the actions taken today will generate between $145 to $155 million in annualized cost savings, including approximately $85 to $90 million at the operating expense level, prior to restructuring-related charges. CIENA expects that the majority of the cost savings will be in place by its fiscal third quarter, 2002. Affected employees will be paid through May 24, 2002 and will be eligible for additional severance packages. They also will receive outplacement assistance and training.

The Company expects to record a restructuring charge of between $125 to $135 million in its second fiscal quarter associated with the workforce reduction, lease terminations, non-cancelable lease costs and the write-down of certain property, equipment and leasehold improvements. In addition, in its fiscal second quarter, CIENA also expects to record a charge of approximately $200 to $225 million, primarily related to excess inventory associated with its long-haul transport products and purchase commitments with suppliers.

"CIENA pioneered the WDM revolution and we`re leading the optical switching revolution. Our goal is to continue to reshape the telecom industry, creating more powerful, more economically compelling network solutions for our customers," continued Smith. "Consequently, we remain committed to investing in key areas of our business as this is not the time to cut back on the efforts that are likely to propel CIENA to a stronger leadership position when our carrier customers resume more normal spending patterns. However, as demonstrated by today`s actions, we are carefully prioritizing our spending with an emphasis on opportunity and return on investment."

"The actions we`ve taken today will help facilitate CIENA`s return to profitability," concluded Smith. "CIENA`s grown up in turbulent times and agility has been a key competitive advantage - one that is even more valuable in today`s volatile environment. We`re currently playing from a market-leading, technology-leading position and that position enables us to play to win, not just survive. We will continue to work to leverage our competitive position to the long-term benefit of our customers, our shareholders and our employees."

ABOUT CIENA

CIENA Corporation`s market-leading intelligent optical networking systems form the core for the new era of networks and services worldwide. CIENA`s LightWorks(TM) architecture enables next-generation optical services and changes the fundamental economics of service-provider networks by simplifying the network and reducing the cost to operate it. Additional information about CIENA can be found at www.CIENA.com.

NOTE TO CIENA INVESTORS

This press release contains certain forward-looking statements based on current expectations, forecasts and assumptions of CIENA (the Company) that involve risks and uncertainties. Forward-looking statements in this release, including, the telecom equipment market has changed dramatically in the last year and we have to adjust to those changes if we are to maintain our leadership position in the industry, CIENA`s future success depends on our ability to adapt the way we think and the way we run our business in this dynamic environment, CIENA estimates that the actions taken today will generate between $145 to $155 million in annualized cost savings, including approximately $85 to $90 million at the operating expense level, prior to restructuring-related charges, CIENA expects that the majority of the cost savings will be in place by its fiscal third quarter, 2002, affected employees will be paid through May 24, 2002 and will be eligible for additional severance packages, they also will receive outplacement assistance and training, the Company expects to record a restructuring charge of between $125 to $135 million in its second fiscal quarter associated with the workforce reduction, lease terminations, non-cancelable lease costs and the write-down of certain property, equipment and leasehold improvements, in its fiscal second quarter CIENA also expects to record a charge of approximately $200 to $225 million, primarily related to excess inventory associated with its long-haul transport products and purchase commitments with suppliers, CIENA pioneered the WDM revolution and we`re leading the optical switching revolution, our goal is to continue to reshape the telecom industry, creating more powerful, more economically compelling network solutions for our customers, we remain committed to investing in key areas of our business as this is not the time to cut back on the efforts that are likely to propel CIENA to a stronger leadership position when our carrier customers resume more normal spending patterns, however, as demonstrated by today`s actions, we are carefully prioritizing our spending with an emphasis on opportunity and return on investment, the actions we`ve taken today will help facilitate CIENA`s return to profitability, CIENA`s grown up in turbulent times and agility has been a key competitive advantage - one that is even more valuable in today`s volatile environment, we`re currently playing from a market-leading, technology-leading position and that position enables us to play to win, not just survive, we will continue to work to leverage our competitive position to the long-term benefit of our customers, our shareholders and our employees, are based on information available to the Company as of the date hereof. The Company`s actual results could differ materially from those stated or implied in such forward-looking statements, due to risks and uncertainties associated with the Company`s business, which include the risk factors disclosed in the Company`s Report on Form 10-Q filed with the Securities and Exchange Commission on February 21, 2002. Forward-looking statements include statements regarding the Company`s expectations, beliefs, intentions or strategies regarding the future and can be identified by forward-looking words such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "should," "will," and "would" or similar words. The Company assumes no obligation to update the information included in this press release, whether as a result of new information, future events or otherwise.

[Groupier]

CIENA Announces Operational Realignment

26 Mar 2002, 09:02am ET
- - - - -
LINTHICUM, Md.--(BUSINESS WIRE)--March 26, 2002--CIENA(R) Corporation (NASDAQ:CIEN) today announced an immediate workforce reduction of approximately 650 employees, or approximately 22 percent of its total workforce, as the Company strives to better align its operations and strategic focus with the current industry environment.

"The telecom equipment market has changed dramatically in the last year and we have to adjust to those changes if we are to maintain our leadership position in the industry," said Gary Smith, CIENA`s president and CEO. "CIENA`s future success depends on our ability to adapt the way we think and the way we run our business in this dynamic environment."

CIENA estimates that the actions taken today will generate between $145 to $155 million in annualized cost savings, including approximately $85 to $90 million at the operating expense level, prior to restructuring-related charges. CIENA expects that the majority of the cost savings will be in place by its fiscal third quarter, 2002. Affected employees will be paid through May 24, 2002 and will be eligible for additional severance packages. They also will receive outplacement assistance and training.

The Company expects to record a restructuring charge of between $125 to $135 million in its second fiscal quarter associated with the workforce reduction, lease terminations, non-cancelable lease costs and the write-down of certain property, equipment and leasehold improvements. In addition, in its fiscal second quarter, CIENA also expects to record a charge of approximately $200 to $225 million, primarily related to excess inventory associated with its long-haul transport products and purchase commitments with suppliers.

"CIENA pioneered the WDM revolution and we`re leading the optical switching revolution. Our goal is to continue to reshape the telecom industry, creating more powerful, more economically compelling network solutions for our customers," continued Smith. "Consequently, we remain committed to investing in key areas of our business as this is not the time to cut back on the efforts that are likely to propel CIENA to a stronger leadership position when our carrier customers resume more normal spending patterns. However, as demonstrated by today`s actions, we are carefully prioritizing our spending with an emphasis on opportunity and return on investment."

"The actions we`ve taken today will help facilitate CIENA`s return to profitability," concluded Smith. "CIENA`s grown up in turbulent times and agility has been a key competitive advantage - one that is even more valuable in today`s volatile environment. We`re currently playing from a market-leading, technology-leading position and that position enables us to play to win, not just survive. We will continue to work to leverage our competitive position to the long-term benefit of our customers, our shareholders and our employees."

ABOUT CIENA

CIENA Corporation`s market-leading intelligent optical networking systems form the core for the new era of networks and services worldwide. CIENA`s LightWorks(TM) architecture enables next-generation optical services and changes the fundamental economics of service-provider networks by simplifying the network and reducing the cost to operate it. Additional information about CIENA can be found at www.CIENA.com.

NOTE TO CIENA INVESTORS

This press release contains certain forward-looking statements based on current expectations, forecasts and assumptions of CIENA (the Company) that involve risks and uncertainties. Forward-looking statements in this release, including, the telecom equipment market has changed dramatically in the last year and we have to adjust to those changes if we are to maintain our leadership position in the industry, CIENA`s future success depends on our ability to adapt the way we think and the way we run our business in this dynamic environment, CIENA estimates that the actions taken today will generate between $145 to $155 million in annualized cost savings, including approximately $85 to $90 million at the operating expense level, prior to restructuring-related charges, CIENA expects that the majority of the cost savings will be in place by its fiscal third quarter, 2002, affected employees will be paid through May 24, 2002 and will be eligible for additional severance packages, they also will receive outplacement assistance and training, the Company expects to record a restructuring charge of between $125 to $135 million in its second fiscal quarter associated with the workforce reduction, lease terminations, non-cancelable lease costs and the write-down of certain property, equipment and leasehold improvements, in its fiscal second quarter CIENA also expects to record a charge of approximately $200 to $225 million, primarily related to excess inventory associated with its long-haul transport products and purchase commitments with suppliers, CIENA pioneered the WDM revolution and we`re leading the optical switching revolution, our goal is to continue to reshape the telecom industry, creating more powerful, more economically compelling network solutions for our customers, we remain committed to investing in key areas of our business as this is not the time to cut back on the efforts that are likely to propel CIENA to a stronger leadership position when our carrier customers resume more normal spending patterns, however, as demonstrated by today`s actions, we are carefully prioritizing our spending with an emphasis on opportunity and return on investment, the actions we`ve taken today will help facilitate CIENA`s return to profitability, CIENA`s grown up in turbulent times and agility has been a key competitive advantage - one that is even more valuable in today`s volatile environment, we`re currently playing from a market-leading, technology-leading position and that position enables us to play to win, not just survive, we will continue to work to leverage our competitive position to the long-term benefit of our customers, our shareholders and our employees, are based on information available to the Company as of the date hereof. The Company`s actual results could differ materially from those stated or implied in such forward-looking statements, due to risks and uncertainties associated with the Company`s business, which include the risk factors disclosed in the Company`s Report on Form 10-Q filed with the Securities and Exchange Commission on February 21, 2002. Forward-looking statements include statements regarding the Company`s expectations, beliefs, intentions or strategies regarding the future and can be identified by forward-looking words such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "should," "will," and "would" or similar words. The Company assumes no obligation to update the information included in this press release, whether as a result of new information, future events or otherwise.

[Groupier]

01.04. 14:31

Ciena - Upgrade

(©BörseGo - http://www.boerse-go.de)

Banc of America stuft Ciena auf Strong Buy auf.
Die Investitionsausgaben sollen wieder sequentiell ansteigen, wovon Ciena profitieren sollte.

[Groupier]

Nochne gute Neuigkeit für Ciena /ONIS !


Nortel drops four of five patent suits against ONI Systems.

1 Apr 2002, 09:22am ET
SAN JOSE, Calif., April 1 (Reuters) - Optical network equipment company ONI Systems Corp. (NASDAQNIS) said on Monday rival Nortel Networks Corp. (NYSE:NT) has dropped four of five claims that ONI infringed its patents.

San Jose, California-based ONI said it will continue to fight against the fifth patent claim, which Brampton, Ontario-based Nortel continues to pursue.

Network equipment maker Nortel first accused ONI of copying its designs in March 2000 just before ONI filed for an initial public offering.
Copyright 2002, Reuters News Service

[SupermarioWin]

Folgen jetzt Shorteindeckungen?

Die schlechten news (inkl. Umsatzwarnung) sind durch & heute kommt sogar eine Empfehlung:

... Unterstützung erhielten dagegen die Papiere des weltgrößten Netzwerkausrüsters Cisco Systems Inc. und CIENA Corp. . Beide Titel wurden von den Analysten der Banc of America auf "Strong Buy" heraufgestuft. Die Branche dürfte ihre schlimmste Phase überwunden haben, begründeten die Experten./rw/rh



KZ 14€ in den nächsten Tagen, wenn der NDX mitspielt

Wer es spekulativ mag:

Call 582515 (Basis: $10, Laufzeit 17.07.02)

[Groupier]

EquityOutlook.Com Announces Investment Opinion:

ALERT: Rating Change for Ciena Corporation,

15 Apr 2002, 11:20am ET
- - - - -
SHREVEPORT, La.--(BUSINESS WIRE)--April 15, 2002--EquityOutlook.Com - www.equityoutlook.com
- evaluates the following stocks:

Ciena Corporation (Nasdaq:CIEN) - Outperform


Zur Abwechslung mal wieder ein upgrade.

Stockpickers hat aber auf underperform abgestuft.

[Groupier]

CIENA AND ONI SYSTEMS AGREE TO UNITE

SEC FORM 425


Die Datei lässt sich leider hier nicht Posten.
Aber die Fusion ist ein gutes Stück näher als gestern.

mfg.

Groupier

[Groupier]

CIENA AND ONI SYSTEMS AGREE TO UNITE

SEC FORM 425


Die Datei lässt sich leider hier nicht Posten.
Aber die Fusion ist ein gutes Stück näher als gestern.

mfg.

Groupier

[Groupier]

Also die Bundeskartellbehörde der USA hat auch nichts mehr gegen die Ciena + Onis Fusion.



CIENA Announces HSR Clearance of Acquisition of ONI Systems
18 Apr 2002, 08:09am ET


LINTHICUM, Md.--(BUSINESS WIRE)--April 18, 2002--CIENA(R) Corporation (NASDAQ:CIEN) today announced that on April 17, 2002, the Federal Trade Commission granted early termination of the antitrust waiting period under the Hart-Scott-Rodino Act for CIENA`s proposed acquisition of ONI Systems (NASDAQ:ONIS).

This transaction remains subject to various conditions and approval by other appropriate government agencies and the stockholders of CIENA and ONI.
CIENA continues to expect that this transaction will close during the second or third calendar quarter of 2002.


ABOUT CIENA
CIENA Corporation`s market-leading intelligent optical networking systems form the core for the new era of networks and services worldwide.
CIENA`s LightWorks(TM) architecture enables next-generation optical services and changes the fundamental economics of service-provider networks by simplifying the network and reducing the cost to operate it.
Additional information about CIENA can be found at www.CIENA.com.

ABOUT ONI
ONI Systems develops, markets and sells optical networking equipment specifically designed to address bandwidth and service limitations of regional and metropolitan networks.
Our products allow communication service providers to rapidly build high-capacity metro networks that are flexible, scalable and able to support multiple services on a single platform.
For additional information about ONI and its products, visit the company Web site at www.ONI.com.




This press release includes certain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. The forward-looking statements in this document include statements about future financial and operating results and the proposed CIENA/ONI transaction. These statements are based on our expectations and are naturally subject to uncertainty and changes in circumstances. Actual results could vary materially from the expectations contained herein. The following factors, among others, could cause actual results to differ materially from those described herein: inability to obtain, or meet conditions imposed for, governmental and other approvals for CIENA`s acquisition of ONI, including stockholder approval, the risk that the CIENA and ONI businesses will not be integrated successfully; the costs related to the merger; and other economic, business, competitive and/or regulatory factors affecting CIENA`s and ONI`s business generally. There can be no assurance that the contemplated advantages will be achieved upon any consummation of the merger. More detailed information about these and other factors is set forth in CIENA`s and ONI`s filings with the Securities and Exchange Commission, including CIENA`s Annual Report filed on Form 10-K for the fiscal year ended October 31, 2001, especially in the Management`s Discussion and Analysis section and its Current Reports on Form 8-K and ONI`s Annual Report filed on Form 10-K for the fiscal year ended December 31, 2001, particularly in the Management`s Discussion and Analysis section and under Factors That May Affect Future Results, and its Current Reports on Form 8-K. CIENA and ONI are under no obligation to (and expressly disclaim any such obligation to) update or alter their forward-looking statements whether as a result of new information, future events or otherwise.

CIENA, its directors, executive officers and certain other members of management and employees may be soliciting proxies from CIENA stockholders. ONI, its directors, executive officers and certain other members of management and employees may be soliciting proxies from ONI stockholders.

[Groupier]

Also die Bundeskartellbehörde der USA hat auch nichts mehr gegen die Ciena + Onis Fusion.



CIENA Announces HSR Clearance of Acquisition of ONI Systems
18 Apr 2002, 08:09am ET


LINTHICUM, Md.--(BUSINESS WIRE)--April 18, 2002--CIENA(R) Corporation (NASDAQ:CIEN) today announced that on April 17, 2002, the Federal Trade Commission granted early termination of the antitrust waiting period under the Hart-Scott-Rodino Act for CIENA`s proposed acquisition of ONI Systems (NASDAQ:ONIS).

This transaction remains subject to various conditions and approval by other appropriate government agencies and the stockholders of CIENA and ONI.
CIENA continues to expect that this transaction will close during the second or third calendar quarter of 2002.


ABOUT CIENA
CIENA Corporation`s market-leading intelligent optical networking systems form the core for the new era of networks and services worldwide.
CIENA`s LightWorks(TM) architecture enables next-generation optical services and changes the fundamental economics of service-provider networks by simplifying the network and reducing the cost to operate it.
Additional information about CIENA can be found at www.CIENA.com.

ABOUT ONI
ONI Systems develops, markets and sells optical networking equipment specifically designed to address bandwidth and service limitations of regional and metropolitan networks.
Our products allow communication service providers to rapidly build high-capacity metro networks that are flexible, scalable and able to support multiple services on a single platform.
For additional information about ONI and its products, visit the company Web site at www.ONI.com.




This press release includes certain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. The forward-looking statements in this document include statements about future financial and operating results and the proposed CIENA/ONI transaction. These statements are based on our expectations and are naturally subject to uncertainty and changes in circumstances. Actual results could vary materially from the expectations contained herein. The following factors, among others, could cause actual results to differ materially from those described herein: inability to obtain, or meet conditions imposed for, governmental and other approvals for CIENA`s acquisition of ONI, including stockholder approval, the risk that the CIENA and ONI businesses will not be integrated successfully; the costs related to the merger; and other economic, business, competitive and/or regulatory factors affecting CIENA`s and ONI`s business generally. There can be no assurance that the contemplated advantages will be achieved upon any consummation of the merger. More detailed information about these and other factors is set forth in CIENA`s and ONI`s filings with the Securities and Exchange Commission, including CIENA`s Annual Report filed on Form 10-K for the fiscal year ended October 31, 2001, especially in the Management`s Discussion and Analysis section and its Current Reports on Form 8-K and ONI`s Annual Report filed on Form 10-K for the fiscal year ended December 31, 2001, particularly in the Management`s Discussion and Analysis section and under Factors That May Affect Future Results, and its Current Reports on Form 8-K. CIENA and ONI are under no obligation to (and expressly disclaim any such obligation to) update or alter their forward-looking statements whether as a result of new information, future events or otherwise.

CIENA, its directors, executive officers and certain other members of management and employees may be soliciting proxies from CIENA stockholders. ONI, its directors, executive officers and certain other members of management and employees may be soliciting proxies from ONI stockholders.

[Groupier]

Mike Chrisman Recommends the Following: CIEN, TQNT, and CRUS

26 Apr 2002, 06:01am ET


Mike Chrisman Recommends the Following: CIEN, TQNT, and CRUS

CHICAGO, April 26 /PRNewswire/ -- While many blue chip companies are struggling in 2002, the small cap sector seems to be a safe-haven.
Mike Chrisman, editor of Hot Small Caps Newsletter which is part of Day Trading International is already up over 108% YTD.
Find out what stocks he likes and begin profiting today. http://www.featuredexpert2.zacks.com

Here are the highlights from the Featured Expert column:

DTI`s Stocks to Watch

Here are a few stocks to keep an eye on this week:

Ciena (NASDAQ:CIEN) and Triquint (NASDAQ:TQNT) are attractive plays with the Telecom sector trying to put in a bottom.
They should be good for a 15-20% return in the intermediate term.

Cirrus Logic (NASDAQ:CRUS) is a recent addition to the Small Cap Portfolio with a target price of $16.
We feel this stock is oversold and is an attractive side play to the hot DVD sector.

[Groupier]

IDC Names CIENA Top Worldwide DWDM Player;
CIENA Identified for Cutting Carriers` Capital Expenses; Grew Its Global Long-Haul DWDM Market Share from Ten to 23 percent in 2001

TUESDAY, APRIL 30, 2002 9:02 AM - BusinessWire

LINTHICUM, Md., Apr 30, 2002 (BUSINESS WIRE) --
IDC, a leading telecommunications market analyst firm, today released findings of its annual optical networking market share survey, in which it revealed that CIENA(R) Corporation (CIEN) , a global provider of intelligent optical networking systems and software, has achieved the global leadership position for long-haul dense wavelength division multiplexing (DWDM) system deployment.
The results are as of the end of calendar year 2001.

"In a very challenging environment, CIENA significantly increased its long-haul DWDM revenue and earned top market share in 2001," said Sterling Perrin, Senior Research Analyst with IDC.
"Moving forward, IDC believes that DWDM products, such as CIENA`s, that address carriers` capacity requirements, lower their capital costs and reduce their operating costs, will continue to be well-received in the market."

IDC`s methodology for the survey consisted of in-depth, structured interviews that took place over a three-month period with dozens of service providers and vendors.
To supplement that primary research, IDC utilized a host of secondary sources, including SEC financial filings, news releases and articles published in trade and business journals, to reach its conclusions.

CIENA, with its flagship CoreStream(TM) long-haul DWDM product, also gained the lead in North American DWDM share with 30 percent of the market.

CIENA has been widely credited with pioneering the commercialization of DWDM technology with the launch of its MultiWave(R) 1600 in 1996.
At the time, CIENA`s application of DWDM produced an optical networking system that revolutionized the costs for building the transport side of a telecom network.
Since then, as a result of CIENA`s continued technology advances and the advent of specific feature sets for applications such as ultra-long haul optical transport, CIENA estimates that it has dramatically reduced capital costs (CapEx) associated with optical transport, in some cases by more than 90 percent.
CIENA is now applying that same strategy of reducing carriers` capital and operational costs to the switching and metro markets.

Due in large part to that cost-cutting focus, CIENA also is the optical switching industry leader, with as much as 60 percent market share, according to most analyst firms.
CoreDirector(TM), the company`s core optical switch, has now been shipped to 30 carriers for their networks.

"We have never wavered from our philosophy of developing optical networking solutions that significantly change carrier network economics," said Steve Alexander, senior vice president and chief technology officer for CIENA Corp.
"It`s all about applying technology to drive down costs for our customers.
Our belief is that CIENA`s LightWorks(TM) solution provides carriers with the most cost-effective network architecture and highest level of automation available today."


Zur Abwechslung mal wieder eine Empfehlung ohne Kuzi versteht sich.
Es ist ja immer noch Netzwerk-Bear-Market und kein Ende in Sicht.

Groupier

[Groupier]

StockerYale Announces Acquisition of CIENA`s Specialty Optical Fiber Group

Company Will Be Primary Supplier Of Specialty Optical Fiber To Optical Networking Leader

13 May 2002, 09:18am ET
SALEM, N.H.--(BUSINESS WIRE)--May 13, 2002--StockerYale, Inc. (NASDAQ:STKR), a leading independent provider of optical components, specialty optical fiber, and advanced optical technologies, today announced that it has acquired CIENA`s specialty optical fiber (SOF) group located in Linthicum, Maryland, for an undisclosed amount of cash and stock.
CIENA Corporation (NASDAQ:CIEN) is a leading provider of intelligent optical networking systems and software.

CIENA will transfer to StockerYale all intellectual property related to proprietary specialty optical fiber technology developed at CIENA; a fully-developed SOF product line, which includes a number of specialty optical fibers in addition to other proprietary technologies; as well as all specialty optical fiber manufacturing equipment and related test and measurement assets.

In addition, CIENA and StockerYale have signed a three-year, primary supplier agreement between CIENA and StockerYale for specialty optical fibers.
Shipments of this fiber are expected to begin in the fourth quarter of calendar year 2002.

"This is a great opportunity for StockerYale," said Paul Jortberg, StockerYale`s senior vice president of sales and marketing, optical components.
"By entering into this strategic relationship with CIENA, we have the opportunity to be its vendor of choice for specialty optical fiber."

Jortberg continued, "We look forward to providing CIENA with best-in-class products and are very excited about the potential for new business opportunities in the ensuing years as we develop a long-term business relationship."

"The acquisition of CIENA`s SOF business underscores StockerYale`s commitment to continue building and positioning itself as a world-class photonics company where one of the primary goals is to be a key supplier of specialty optical fibers to the major telecommunication manufacturers around the world," said Mark W. Blodgett, StockerYale`s chairman & chief executive officer.
"We look forward to this new strategic relationship with CIENA and are excited about being the primary supplier of its specialty optical fiber needs," added Blodgett.



Das war die gute Nachricht !!!

Die schlechte Grossinvestor Fidelity Funds verringert seinen Ciena Aktienbestand zugunsten diverser Airlines.

[Groupier]

Ciena CEO Says Co Built For Survival In Down Market


4 Jun 2002, 4:08pm ET

ATLANTA -(Dow Jones)- Something in his gut keeps Ciena Corp. (CIEN) Chief Executive Gary Smith from calling a bottom to the current desert-like spending environment for telecommunications equipment.

"When I look at some of the revenues, my own personal view is (current carrier spending) is below maintenance levels," Smith said Tuesday in an interview at the annual SUPERCOMM telecommunications technology show here.
I can say that intellectually, but I would have put our normal level or revenues higher than they have been, as well."

Smith is loath to say that revenue will soon stabilize at the Linthicum, Md., fiber optic communications equipment maker because it "is a very unpredictable market," he said.

Late last month, Ciena reported fiscal second-quarter revenue of $87 million, lower than Wall Street expected, and warned that third-quarter sales would be flat or lower. On a pro forma basis, which excludes one-time events and charges, the company lost 19 cents a share.
The losses aren`t expected to end anytime soon.

Ciena, like its peers, has seen sales plummet as large carriers clamped down on spending while startups have also drastically scaled back spending or fallen into bankruptcy.
The result is the remaining equipment makers are all targeting the large incumbents.

"I think we`re going through a huge correction," Smith said.

Unfortunately, investors have found no refuge.
Ciena`s stock, once one of the gold standards in the sector, recently traded at $5.38, down from a 52-week high of $61.95 set last June.

The company is seen as the pure-play in next-generation optical systems, a segment of the equipment industry hit particularly hard because of a dropoff in spending on long-haul transport systems.

Most industry observers, including Smith, believe the equipment sector will be littered with the dead before the environment improves.

He said Ciena is one of the only next-generation equipment makers to have attained the critical mass to survive a lengthy spending downturn.
The company added four new customers in the fourth quarter, bringing its total customer count up to 66.

"We`re the only one with the horsepower to survive," Smith said.
"There`s a real opportunity here for Ciena providing that we execute."

"We are not assuming the industry will come back at a burning pace," Smith said.
"What is critical for us is to get into the networks of large carriers, who have long-term relationships (with older equipment makers)."

Ciena has recently done just that, announcing a contract with France`s second-largest carrier.
In addition, the company has another yet unnamed large incumbent carrier switching customer, which Smith referenced in the company`s second-quarter conference call.

Smith said investors looking for valid stories should couple those wins with penetration of the company`s high-profile optical switch CoreDirector into AT&T Corp.`s (T) network.

Analysts, however, still note that the company`s quarterly revenue is a long way from its breakeven point.

"Ciena appears well positioned to win next-generation business when (capital spending) resumes, but a $250 million a quarter sales breakeven seems high," CIBC World Markets analyst Rick Schafer said in a note late last month.
"We expect shares may drift lower during the usual summer doldrums."

Meanwhile, Smith said the company`s acquisition of ONI Systems Corp. (ONIS) further enhances its leadership role as the leading next-generation equipment maker.

And he expects further industry consolidation to take place, both in the carrier and equipment space.

"I think you`ll see signs of carriers adopting new technology and industry consolidation in 2003," Smith said. "There will be a much greater focus on the economics (of the networks)."

-By Johnathan Burns, Dow Jones Newswires; 201-938-2020
(This story was originally published by Dow Jones Newswires)
Copyright (c) 2002 Dow Jones & Company, Inc.
All Rights Reserved



Und ansonsten noch !

Die Ciena/ONI System-Fusion soll am 18. Juni 2002 auf einer ausserordentlichen HV genehmigt und beschlossen werden.
Als direkte Folge, falls die Genehmigung durch die lieben Aktionäre erteilt wird.
Dann sollen 40% des Vertriebspersonals gleich nach Vollzug der Fusion gefeuert werden.

Ein paar ANALzysten haben auf diese Meldung hin ihre Ratings für Ciena erhöht.
Aber der Kursverfall, Gründe hierzu siehe DJ-Newswire Report geht dennoch eher beschleunigt weiter.


N8

Groupier

[Groupier]

Ciena cautions of sharp sales shortfall

By Jeffry Bartash, CBS.MarketWatch.com
Last Update: 4:55 PM ET June 18, 2002


LINTHICUM, Md. (CBS.MW) -- Ciena on Tuesday cautioned that third-quarter sales could fall sharply from the previous quarter, but the optical equipment maker also said it`s making faster progress in cutting costs.

In the quarter ending July 31, Ciena said sales could "be down meaningfully" from the second quarter level of $87.1 million, even if revenue from Oni Systems is included.

Oni, which Ciena is acquiring, posted revenue of $21 billion in its latest quarter. The merger is slated to close at weekend.

Previously, Ciena (CIEN: news, chart, profile) had said that revenue would be "flat to down" in the third quarter.

Ciena said final sales would depend on the timing of customer purchases whether they would abide by previous orders for new optical-networking equipment.

"In this environment our business remains volatile and unpredictable, and our fiscal third quarter revenues will depend heavily on the timing of customer orders and acceptance of products for which we already have orders," Chief Executive Gary Smith said.

To offset falling sales, Ciena has moved to further reduce costs. The combined entity plans to cut 225 workers, with 110 more expected to leave once the two companies are fully integrated.

As a result, the combined company expects to save in excess of $65 million annually. Previously, Ciena estimate the combination would save $55 million to $65 million annually.

On Tuesday, shares of Ciena fell 40 cents, or 8.3 percent, to $4.40. Oni (ONIS: news, chart, profile) dropped 34 cents, or 10 percent, to $3.09. Oni stock will stop trading at the end of Friday.




Die Fiaski im TeleComsektor finden einfach kein Ende.

[Groupier]

Ciena says exposure to WorldCom "insignificant"


WEDNESDAY, JUNE 26, 2002 2:14 PM - Reuters U.S. Company News


CHICAGO, June 26 (Reuters) - Telecommunications equipment maker Ciena Corp. (CIEN) said Wednesday that its exposure to WolrdCom Inc. was "insignificant."

A spokesman for the Linthicum, Maryland-based company said the exposure was less than $1 million.

WorldCom (WCOM) (MCIT) , the No. 2 U.S. long-distance phone and data services company, said late Tuesday it had fired its chief financial officer after discovering improper accounting for almost $4 billion in expenses.

As a result, the Clinton, Mississippi-based company said it would restate results for 2001 and the first quarter of 2002.

CIEN 3.73 -0.12

[Groupier]

Barron`s: Telecom, optical stock plays


By CBS.MarketWatch.com
Last Update: 4:40 PM ET July 6, 2002

NEW YORK (CBS.MW) -- The collapse of the telecommunications and optical equipment sectors may present a number of opportunities for shareholders, according to two articles published in this week`s edition of Barron`s.


MAN HÖRE !!!

Ross Margolies, manager of the Salomon Brothers Capital fund, told Barron`s the shares of Lucent Technologies, Ciena and Comverse Technology could double or triple in value by late 2003.
"These stocks are trading as if people aren`t going to use their phones anymore," he was quoted as saying.


Lucent (LU) is down 76 percent in 2002, closing at $1.82 Friday.
The telecom equipment maker said June 13 that third-quarter sales will decline up to 15 percent from second-quarter levels, due to the communications industry`s continuing slump -- and this was before long-distance carrier WorldCom sent shockwaves through the corporate world with its news that $3.8 billion in operating costs had been improperly booked as capital expenditures.
Investors already rocked by accounting scandals at Enron and Adelphia Communications punished the telecom sector and the broader markets.

But Margolies called Lucent a "survivor," noting that it has "best customer base, good technology and not a lot of leverage," Barron`s said.


UND DANN NOCH DAS !!!

The fund manager said he sees networking equipment maker Ciena (CIEN) as a possible takeover target for Cisco Systems (CSCO).
He also likes the company`s "strong technology" and the fact that it continues to spend significantly on research and development.


Margolies says Comverse (CMVT) has a solid balance sheet, and though it is losing money, its cash burn rate is modest.
In a separate article, Barron`s quotes Sanford Bernstein analyst Zhiping Zhao as recommending two optical networking stocks: JDS Uniphase and Agere Systems.

JDS Uniphase (JDSU), which closed at $2.90 Friday, could go to $10, Zhao told the newspaper, because many of WorldCom`s customers will take their telecom services needs to AT&T. As AT&T`s network becomes increasingly congested, Zhao said, Ma Bell will seek to boost the network`s capacity by buying optical amplifiers -- and that will mean orders for JDS Uniphase.

Zhao foresees a nearly breakeven year for JDS Uniphase in fiscal 2003, and a profit of $350 million in fiscal 2005.

Agere (AGRA) will also benefit from optical amplifier orders, in Zhao`s view.
She told Barron`s she expects the company to break even in fiscal 2003, then post a profit of $550 million in fiscal `05.





Alles in allem eine optimale Barrons-Einladung zu einem Ciena Zock für nächste Woche.
Aber zum Wochenende das Aussteigen nicht vergessen.
Die heben nämlich in der nächsten Postille eine neue Branche auf den Sockel.

Groupier

[Groupier]

Bei Boersego ist gerade ein hübscher Chart von Ciena zu finden.

Mit dem gehe ich durchaus konform.
Z. Z. ist Ciena+Onis billiger als der innere Wert.
Je nach Quelle müsste der faire Wert der Aktie bei min. 6 bis 6,90 USD liegen.

Wenn man den Boersego Chart und allgemeine Lage anschaut sind natürlich Kurse über 6,20 USD nicht sehr realistich.

Am Donnerstag 11.7.02 meldet Juniper Q-Zahlen was dann für Ciena evtl. Nebenwirkungen haben könnte.

mfg.

Groupier

[Groupier]

Nachdem zu Wochenanfang durch eine kleine Freundlichkeit von Barrons plus einem Aufträgchen aus Mexico.

Die Zocker auf den Plan rief konnte die Aktie zum Börsenstart immer gut zulegen.
Die Gewinnmitnahmen kamen dann aber auch schon rechtzeitig vor der Schlußauktion.

Heute wars dann schon wieder anders nach Jumpstart sofort Abverkauf und Schluß.

Für morgen droht Juniper mit Q-Zahlen und die staatsanwaltlichen Ermittlungen gegen Qwest warfen wohl auch erste schwere Schatten voraus.

N8

Groupier

[Groupier]

Na da schau her die Ciena-Charttechnik funktioniert wie Lottchen.
Vor allem wenn Gründe für eine Abwärtsbewegung vorliegen.

Technische Gegenreaktion und ein bisschen positives von Juniper.
Folge davon eine Erholung bis zu meinem Kuzi (siehe #62) beim ersten Widerstand von 6,20 USD.

Ein glasklarer Widerstandstest mit Appraller dasselbst.
Miese Futures, ein paar Gewinnmitnahmen (Wer kanns verdenken) und die Freunde des Shortsells machen Ihren Reibach.

mfg.

Groupier

[ZaV834ti]

Hallo Groupier,
Danke für die Lexar-Info.
Ciena hat man mich heute reingelassen bzw. reingelegt.
Man wird sehen.

Gruss

Zav

[Groupier]

@ Zav...

Soll das heißen du bist per Kauflimit jetzt in Ciena drin ?

[Groupier]

Und wenn ja fürs erste mein Beileid

[ZaV834ti]

5,26

[Groupier]

Bin mal gespannnt wie der 100 Milliarden-Konkurs mit Ansage Montag 22.7.2002 die TeleCom-Ausrüsterszene plättet.

Ciena machte zwar nur 1-2 USD Mios/per annum Umsatz mit WorldCom.

Aber es dürften sich bei den Analrittern der Zunft einige negative Geräusche mit Verlautbarungen a la nun stark erhöhtem Wettbewerbsdruck bei den Ausrüstern ergeben.

Die Frage bei den Ausrüstern ist wohl wer nächste Woche nicht den ATL - Test macht.

mfg.

Groupier

[Groupier]

CIENA Corporation Announces Reporting Date and Conference

Call for Fiscal 2002 Third Quarter Results MONDAY, AUGUST 12, 2002 2:00 PM - BusinessWire

LINTHICUM, Md., Aug 12, 2002 (BUSINESS WIRE) -- CIENA Corporation (CIEN) will announce results for its fiscal 2002 third quarter on Thursday, August 22, 2002, via Business Wire and First Call before the open of the financial markets.
The press release also will be available on CIENA`s website at www.ciena.com.

In conjunction with the announcement, CIENA`s management will host a teleconference call beginning at 8:30 AM (Eastern).
Interested listeners may access the live web broadcast at www.ciena.com.


Rebroadcast Information

For those listeners unable to participate in the live web broadcast on Thursday, August 22, an archived version of the conference call will be available shortly following the conclusion of the live call in the Investor Relations section of CIENA`s website at: www.ciena.com.

[Groupier]

Amex Adds 15 More Securities to Nasdaq Trading Program
FRIDAY, OCTOBER 25, 2002 4:24 PM

NEW YORK, Oct 24, 2002 /PRNewswire via COMTEX/ -- The American Stock Exchange(R) (Amex(R)) announces its next group of Nasdaq securities to begin trading on the Amex today, including the following fifteen securities:


* Biogen, Inc. (Nasdaq: BGEN)
* CIENA Corp. (Nasdaq: CIEN)
* Comcast Corp. (Nasdaq: CMCSK)
* Comverse Technology, Inc. (Nasdaq: CMVT)
* Costco Wholesale Corp. (Nasdaq: COST)
* IDEC Pharmaceuticals Corp. (Nasdaq: IDPH)
* JDS Uniphase Corp. (Nasdaq: JDSU)
* Juniper Networks, Inc. (Nasdaq: JNPR)
* KLA-Tencor Corp. (Nasdaq: KLAC)
* Millennium Pharmaceuticals, Inc. (Nasdaq: MLNM)
* Maxim Integrated Products, Inc. (Nasdaq: MXIM)
* PeopleSoft, Inc. (Nasdaq: PSFT)
* Smurfit-Stone Container Corp. (Nasdaq: SSCC)
* USA Networks, Inc. (Nasdaq: USAI)
* Xilinx, Inc. (Nasdaq: XLNX)

Today`s announcement brings the total number of Nasdaq securities trading at the Amex to 74. The Amex began trading Nasdaq securities on August 12, following approval from the Securities and Exchange Commission to trade Nasdaq securities under unlisted trading privileges. The Amex will continue to gradually roll out additional securities over the next several weeks. By the end of the roll out for Phase One, 120 of the most actively traded Nasdaq stocks from the Nasdaq-100 Index and S&P 500 Index will trade on the Amex.

A complete list of all Nasdaq securities trading at the American Stock Exchange can be found at http://www.amextrader.com .

The American Stock Exchange(R) (Amex(R)) is the only primary exchange that offers trading across a full range of equities, options and exchange traded funds (ETFs), including structured products and HOLDRS(SM). In addition to its role as a national equities market, the Amex is the pioneer of the ETF, responsible for bringing the first domestic product to market in 1993. Leading the industry in ETF listings, the Amex lists 121 ETFs to date. The Amex is also the second largest options exchange in the U.S., trading options on broad-based and sector indexes as well as domestic and foreign stocks. For more information, please visit http://www.amex.com .

[erfg]

Bei einem Vortrag in der Boston University hat Cienas Chairman Patrick Nettles am Donnerstag erklärt, dass sein Unternehmen auf absehbare Zeit mit einer schwächer werdenden Nachfrage rechnet. Es gebe weltweit zu viele Telekomunternehmen, die Konkurrenz in diesem Sektor sei einfach zu groß.

Aus diesem Grund glaubt er erst an ein Ende des mittlerweile verlangsamten Niedergangs, wenn es zu einer noch wesentlich ausgeprägteren Konsolidierung kommt. Erst dann seien die Chancen in diesem Marktsegment wieder groß genug, sodass die Unternehmen größere Investitionen machen wollen und Investoren bzw. ein erfolgreicheres operatives Geschäft die notwendigen Summen liefern.

[Groupier]

CIENA Corporation Announces Reporting Date and Conference Call for Fiscal 2002 Fourth Quarter and Year-End Results

MONDAY, NOVEMBER 18, 2002 11:00 AM
- BusinessWire

LINTHICUM, Md., Nov 18, 2002 (BUSINESS WIRE) --
CIENA Corporation (CIEN) will announce results for its fiscal 2002 fourth quarter and year-end on Thursday, December 12, 2002, via Business Wire and First Call before the open of the financial markets.
The press release also will be available on CIENA`s website at www.ciena.com.

In conjunction with the announcement, CIENA`s management will host a teleconference call beginning at 8:30 AM (Eastern).
Interested listeners may access the live web broadcast at www.ciena.com.

Rebroadcast Information


For those listeners unable to participate in the live web broadcast on Thursday, December 12, an archived version of the conference call will be available shortly following the conclusion of the live call in the Investor Relations section of CIENA`s website at: www.ciena.com.

ABOUT CIENA


CIENA Corporation`s market-leading optical networking systems form the core for the new era of networks and services worldwide.
CIENA`s LightWorks(TM) architecture enables next-generation optical services and changes the fundamental economics of service-provider networks by simplifying the network and reducing the cost to operate it.
Additional information about CIENA can be found at http://www.ciena.com.

[Groupier]

CIENA Opens China Representative Office in Beijing;
Move is next step in Company`s ongoing strategic focus on mainland China

WEDNESDAY, DECEMBER 04, 2002 8:04 AM - BusinessWire

HONG KONG, Dec 4, 2002 (BUSINESS WIRE) -- CIENA(R) Corporation (CIEN) , a leading provider of intelligent optical networking systems and software, today announced the opening of its mainland China representative office in Beijing.
Mike Holmes, vice president and general manager, China, will head the office, which is presently staffed with sales, systems engineers and program management employees.

"The opening of a Beijing representative office is a significant step on our strategic roadmap in mainland China," said Gary Smith, CIENA`s president and chief executive officer.
"Today, mainland China shows tremendous potential in terms of uptake of next-generation optical networking infrastructure.
We recognize the need for the highest level of flexibility and responsiveness in meeting the demands of our customers in China, and are confident that having a mainland operation will provide the ground level support we need to best respond to emerging opportunities."

The announcement comes two years after the launch of the Company`s Asia Pacific headquarters in Hong Kong.
Since then, CIENA has developed a joint venture with CEC-IDN in Beijing.
The two companies will continue to work together on the mainland market both to serve existing clients and to grow the business.
CIENA and CEC-IDN also jointly launched a research and development center in Shanghai earlier this year.
In addition to the Beijing office, CIENA currently has Asian offices in Hong Kong, Singapore, Korea and Japan.

Holmes is a twelve-year veteran of the telecommunications and data networking industry.
Prior to joining CIENA and taking up this post, he was with ONI Systems, responsible for network rollout for Qwest across Europe and Asia.
He has also worked with major telecommunications equipment providers such as 3Com and Cisco Systems.

"I am delighted to lead CIENA`s representative office in China," said Holmes.
"Our primary focus is to respond to the unique needs of the mainland market in the best possible manner, with a speedy response time and high flexibility.
We are confident that our offices here will allow us to have a finger on the pulse of the mainland China market, and work even better with our partner, CEC-IDN."

The opening of the Beijing representative office is a further example of CIENA`s commitment to Asia, and the Company`s focus on ongoing strategic investment in its business.
"We`ve seen solid progress since the launch of our Asia Pacific headquarters," said Smith.
"As we continue to navigate through this difficult period, we consider it critical to our future to continue to invest in Asia, and in our business overall."

[taritus]

wieso ist hier eigentlich nie was los.die aktie ist im letztem monat um 100% gestiegen und keiner bemerkt das.hatte die letzten 2 tage zwar wieder einen größeren rücksetzer,aber für die zukunft bin ich sehr zuversichtlich.meiner meinung findet man ciena in 2-3 jahren locker wieder bei 30 euro.

[Groupier]

Telco-Ausrüster und Artverwandte-Netzwerker sind out im Moment.
Das liegt weniger an Firmen wie Ciena eher mehr an der Verschuldung der lieben Kundschaft.

Immerhin hat sich Ciena in China nun besser Positioniert.
Und nächste Woche gibt es noch ein paar Quartals-Zahlen !

mfg.

Groupier

[Groupier]

Ciena shares up on outlook
(7:16 AM ET) Shares of Ciena Corp.

(CIEN: news, chart, profile)rose 4 percent in pre-open trading on Instinet to $5.40 after the telecom equipment maker said it`s "encouraged by the order activity we have seen thus far in our fiscal first quarter and expect that revenue in the quarter could increase by as much as 10 percent from our fiscal 2002 fourth quarter."

The company posted a net loss of $754.8 million, or $1.75 per share in its October quarter, weighted by charges for a goodwill impairment of $557.3 million and restructuring charges of $78.7 million.
"We believe Ciena has an opportunity to achieve growth in 2003 despite decreased carrier spending," the statement read. "In addition to working toward increased market share, we are pursuing feature additions and product extensions, and developing new sales channels."

[Groupier]

Bei den ex Börsenstars von vor was weis ich noch, geht ne Hinterhofrallye ab und keiner merkt es oder interressiert es.

[Preiselbeere]

Ciena hat wohl gestern einen positiven Ausbruch im Chart geschafft!
(http://www.traderbikerboerse.de/forum/showthread.php?postid=… )

Die Frage ist nur, ob dies beim heutigen negativen Umfeld nicht wieder hinfällig ist...

[Groupier]

@ Preiselbeere

Eine schöne Ciena-Analyse aber ich geb nichts drauf.
Wenn du nach dem Börsenkollapps anführst, das bei Ciena die 200 Tagelinie immer noch fällt, dann sag mal bei welchem NDX-Teilnehmer ist die nicht immer noch im Fallen.

Meine kurzfristige Ciena-Einschätzung ist deutlich Bullischer.
Bemerkenswert gestern war, das mit den einsetzenden Gewinnmitnahmen im Schlusshandel prompt Gegengegehalten wurde. !!!
Und zwar massiv.
Auch auffallend an schwachen Hndelstagen gibt Ciena meistens weniger als andere ab. Ahnliches bei Cisco nur nicht so volatil.
Irgendwie werden bei Ciena die Kurse getrimmt.
Und zwar nach oben.

Eine rationale Erklärung dafür hab ich allerdings auch keine.

Einen positiven Chart-Ausbruch hat Ciena gestern noch nicht geschafft.
Da hat die Analyse schon recht 6,50 USD sollten schon mehrtägig genommen werden mindestens.
Ich würde da sogar eher 6,70 USD annehmen.

Dann wäre der Weg erstmal so bis 9,50 USD frei.
Allerdings wären dafür höhere Stückumsätze und deutlich bessere Quartalszahlen als die letzten mit 60 Mille USD nötig. Sonst wird Ciena zu teuer.
Ciena hat zwar eine Bodenbildung geschafft aber dennoch keine wesentlichen Ausbruchsignale nach oben generiert.

Meine kurzfristige Einschätzung die 6,50 - 6,70 USD fallen und dann konsolidiert Ciena ein Weilchen seitwärts im Bereich 6-9 USD.
Mehr ist wohl voerst nicht drin.

mfg.

Groupier

[Groupier]

Sowas liest man gern und in 3 Wochen reportet Cisco Q-Zahlen.
Wenn man/frau Optimist/in ist sollte man/frau jetzt Positionen aufbauen.


UPDATE 1-Networking stocks up on positive Foundry outlook
THURSDAY, JANUARY 09, 2003 4:25 PM
Reuters U.S. Company News

By Ben Klayman

CHICAGO, Jan 9 (Reuters) - Positive news on two small networking equipment makers this week drove up the entire sector on Thursday as investors bet that the industry slowdown was bottoming out, analysts and investors said.

The American Stock Exchange Network index (NWX) closed up 5.2 percent thanks to good news on Foundry Networks Inc. (FDRY) and Extreme Networks Inc. (EXTR) , which cited growing demand by corporate customers, also called the enterprise sector.

"There`s at least some sense that there`s a bottom," said Ken Smith, portfolio manager with asset management firm Munder Capital Management.

Nevertheless, Smith still worries that the March quarter will be weak, as it historically is.

Sanford C. Bernstein analyst Paul Sagawa said the good news was driving the strong stock performance, but that could just as easily be wiped out by bad news on Friday.

"We`ve been on this roller coaster for the last couple of months," he said. "People can`t decide.
The economic news of the day has tended to whip us around. Today`s Foundry. Tomorrow it will be something else."

Foundry closed up 15.7 percent and Extreme finished up 8.3 percent on Nasdaq. Other networking stocks that rose included Juniper Networks Inc. (JNPR) , up 12 percent on Nasdaq; Lucent Technologies Inc. (LU) , up 8.5 percent on the New York Stock Exchange; Tellabs Inc. (TLAB) , up 5.3 percent on Nasdaq; Ciena Corp. (CIEN) , up 5.4 percent on Nasdaq; and Cisco Systems Inc. (CSCO) , up 3.5 percent on Nasdaq.

Foundry after the close of trading on Wednesday said it expected to top fourth-quarter sales forecasts thanks to strong enterprise sales of its switches and routers. The day before, analysts said Extreme`s enterprise business rose 2 percent and the overall decline in sales was not as weak as feared.

Prudential Securities analyst Inder Singh said it was too early to call an end to the downturn.

"The acid test will be Cisco because it`s reporting in three weeks," he said.
"That will show whether the momentum is extending into the first quarter.
At the very minimum, it would suggest a bottoming-out process."

William Gorman, an analyst with investment advisor PNC Advisors, was more skeptical.

"A lot of it is probably just some short-term momentum buying," he said.
"I just don`t see a lot of cause for huge increases in earnings estimates for a lot of these companies."

© Reuters 2003.
All rights reserved.

[Groupier]

So Preisselbeere den Charttechnischen-Ausbruch hat Ciena heute Geschafft (hoffentlich hälts) der langfristige Abwärtstrend ist definitiv gebrochen!!
Einziges Manko kurzfristig ist Ciena (RSI-21) schon fast wieder überkauft.

Aber da auch die Stückumsätze pro Tag steigen ist erstmal
alles klar bis 9,50 USD

Und werden die geknackt dann freie Bahn bis so 17...19,0 USD.
Bei dem KUZI werden sich die Bewertungsfundis zwar schütteln aber zumindest chartechnisch spricht nix dagegen.

mfg.

Groupier

[Groupier]

So wie das heute abgeht bei Ciena, hab ich den Verdacht das ich irgendwie zuwenige gebunkert hab in den lettzten Tagen.

Über 22 Millionen Stückumsatz und der Tag ist noch nicht mal um.
Die Gewinnmitnahmen werden wieder schlicht abgeräumt.

[Groupier]

CIEN Ciena Corporation (NASDAQ NM)
1/10/2003 4:00 PM


Last: 7.37
Change: +0.77
Open: 6.37
High: 7.42
Low: 6.32
Volume: 29,426,792
Percent Change: +11.67%
Yield: n/a P/E
Ratio: n/a
52 Week Range: 2.41 to 17.30

Auf ISLAND.COM nachbörslich zu: 7,35 USD
Isgesamt 3,1 Millionen Stück gehandelt
Auch nicht schlecht.

Bei Godmodetrader.de gibts dazu noch eine schöne Ciena-Chartanalyse.

[Groupier]

Auf Forbes.Com gefunden

...From his perch in Seattle, Randy Williams-Gurian, editor of Tech Stock Insights, sees value in some of the vanguards of the old new economy: Ciena (nasdaq: CIEN - news - people ) and Sun Microsystems (nasdaq: SUNW - news - people ).
Both companies are sitting on hoards of cash and, says Gurian, are leaders in their respective fields--albeit suffering from a beaten-up customer base. ...

[Groupier]

Lehman Brothers hat die Telekom-Ausrüsterbranche und halt namentlich Ciena raufgestufft.
Womit die Kursgewinne der letzten Tage in etwa erklärt wären.

[Preiselbeere]

Eine sehr interessante charttechnische Diskussion rund um Ciena hab ich an anderer Stelle aufgefunden.

Leider sind die Charts zu umfangreich, um hier einzubinden ... daher doch ein externer Link:
http://www.traderbikerboerse.de/forum/showthread.php?postid=…

So wurde bereits der Anstieg der letzten Tage vorhergesehen.

[Groupier]

28.01. 13:24
Ciena kann Erwartungen erfüllen? Analyst

--------------------------------------------------------------------------------
(©BörseGo - http://www.boerse-go.de)
Die Analysten von UBS Warburg haben das Rating für den Kommunikations Equipment Anbieter Ciena auf Neutral angehoben. Die Aktie steigt vorbörslich auf $6.10, nach einem Schlusskurs von $5.85 am Montag. Im Januar-Quartal könne Ciena laut den Analysten wie erwartet einen Umsatz von $67 Millionen und einen Gewinn je Aktie von 13 cents erreichen. Die Schwäche im optischen Netzwerkbereich und die "ziemlich hohe" Bewertung würden die Analysten allerdings davon abhalten, die Aktie auf Buy aufzustufen.

[Groupier]

Ciena forecasts higher sales this quarter
By Jonathan Moules FT.com,
19:10 GMT Feb 20, 2003

Ciena, the lossmaking networking equipment maker, on Thursday said it expected to do as well or slightly better in the current quarter compared to the previous period as it struggles to win new business in a tough market for telecommunications spending.

The Maryland-based company, which manufactures intelligent optical networking systems, achieved a 14 per cent sequential improvement for its first-quarter revenues to $70.5m. But this was 56 down from the $162m reported a year earlier and well below the company`s breakeven target of $175m-$220m.

Ciena`s strategy of spending through the industry downturn has set it apart from its rivals, who have focused on cost cutting to counter the shrinking demand for telecoms kit.

Gary Smith, Ciena`s president and CEO, said a major opportunity lay in the large encumbent telecoms carriers where Ciena has so far been unable to gain significant market share. "A lot of the traditional legacy partners of the big carriers aren`t able to invest in the way we are," he said.

Ciena`s net loss for the quarter was $107m, or 25 cents per share, compared with $70.6m, or 22 cents per share, a year earlier. Excluding certain items, such as a loss from paying off debt, the net loss was 11 cents per share. This was better than the company`s forecast of 13-15 cents per share, made at its fourth-quarter results call in December.

The company completed a tender offer, using $139.2m in cash to repurchase $154.7m in notes. This would save about $15.5m in future principal payments, the company said.

Ciena ended the first quarter with $1.9bn in cash after spending $43m of its cash reserves during the period. This was lower than previously expected due to an early receipt of a $17m tax refund.

The markets cheered Ciena`s sequential revenues improvement, lifting the stock 2 per cent to $5.67 during afternoon trade in New York on Thursday.

[Groupier]

MERRILL LYNCH INVESTMENT

Ciena "sell" Datum: 10.04.2003

"Verkaufen" lautet noch immer die Empfehlung, die der Investmentbanker Tal Liani von Merrill Lynch für die Aktie des Telko Ausrüsters Ciena (ISIN US1717791016/ WKN 905348) ausspricht. Ciena habe mitgeteilt, dass man das Unternehmen WaveSmith akquirieren werde. WaveSmith sei ein bisher in Privatbesitz befindliches Unternehmen gewesen, dass vor allem vielseitig nutzbare Netzwerk-Switches hergestellt habe. Ciena werde diese Transaktionen mit 36 Mio. Ciena Aktien bezahlen. Damit liege der Kaufpreis bei einem Wert von 160 Mio. US-Dollar. Ciena habe schon vorher eine Kooperation mit WaveSmith gehabt. Derzeit gehe die Unternehmensleitung davon aus, das der Kauf Ende Juli abgeschlossen sein werde. Die Entscheidung zum Kauf sei keine Überraschung gewesen. Bereits Ende März hätten die Aktienspezialisten in einer Analyse deutlich gemacht, dass Ciena vor allem durch Akquirierungen ein Wachstum erreichen könnte. Die heutige Ankündigung werde als positives Signal für die Zukunft aufgefasst. Jedoch befinde sich WaveSmith mit seinen noch im Anfangsstadium, so dass die Investition eher langfristig Sinn ergebe. Die EPS Erwartung für Ciena gehe weiterhin für 2003 und 2004 von einem Verlust pro Aktie von 0,43 und 0,30 US-Dollar aus. Die heutige Akquirierung ändert nichts daran, dass Tal Liani von Merrill Lynch rät, die Aktie von Ciena zu verkaufen.

[Groupier]

SALOMON SMITH BARNEY

Ciena "underperform" Datum: 11.04.2003


Die Wertpapierexperten Alex Henderson, Daryl Armstrong und Matthew Gavigan von der Investmentbank Salomon Smith Barney bewerten die Aktie des Telekommunikationsausrüsters Ciena (ISIN US1717791016/ WKN 905348) weiterhin mit dem Prädikat "underperform". In Übereinstimmung mit früheren Medienberichten habe Ciena offiziell die Akquisition von Wavesmith, einem Unternehmen in Privatbesitz, verkündet. Wavesmith, das ATM-Schalter verkaufe, habe kürzlich einen Gewinn mit SBC erzielt, und dem Unternehmen werde zugetraut, mit anderen RBOCs gute Geschäfte zu machen. Die Analysten würden schätzen, dass der Gesamtpreis für Ciena bei 170 Millionen USD gelegen habe. Ciena erwarte, dass das Geschäft im 3. Quartal des Fiskaljahres 2003 abgeschlossen werde. Das Geschäft werde voraussichtlich in der 2. Jahreshälfte des Fiskaljahres 2004 wertsteigernd sein. Angesichts der harten Bedingungen im optischen Markt würde dieses Geschäft nach Meinung der Experten Sinn machen, da Ciena versuche, in einen widerstandsfähigeren Markt zu diversifizieren. Das Kursziel sehe man weiterhin bei 4 USD. Daher bewerten die Aktienanalysten Alex Henderson, Daryl Armstrong und Matthew Gavigan von der Investmentbank Salomon Smith Barney die Aktie des Telekommunikationsausrüsters Ciena weiterhin mit dem Prädikat "underperform".

[Groupier]

BEAR STEARNS

CIENA "peer perform" Datum: 11.04.2003

Rating-Update: Die Analysten vom Investmenthaus Bear Stearns stufen die Aktie von CIENA (ISIN US1717791016/ WKN 905348) unverändert mit Âäpeer perform“ ein.

Quelle: AKTIENCHECK.DE AG


Was ist PEER-PERFORM ???

[toohell]

die wollen alle rein

gute kaufempfehlungen

[Groupier]

vielleicht hab ich fieserweise die sauschlechten nur weggellassen !

[toohell]

die kenne ich auch

[KMS]

CIENA steigt gegen den Trend.
Zeitpunkt zum Einstieg?

KMS

[Groupier]

Institutionelle bei Ciena


http://boerse-go.de/charts2003/Instis/cien.gif

[Groupier]

Ahh Endlich!
Sowas will ich lesen !!



UPDATE 2-Ciena to supply equipment to BT Group
THURSDAY, MAY 01, 2003 4:08 PM
- Reuters U.S. Company News

CHICAGO, May 1 (Reuters)
- Telecommunications equipment maker Ciena Corp. (CIEN) on Thursday said it will supply British telephone company BT Group Plc <BT.L> with optical transport and switching gear as part of a three-year contract that could be worth up to $200 million a year. :kiss

Terms of the deal, which also includes software, were not disclosed.

Analysts had expected the deal, but the timing had been unknown. SG Cowen said the deal could be worth up to $200 million, while J.P. Morgan analyst Ehud Gelblum believes it could be worth that much a year by the end of the contract.

Initial deployments are expected by the end of Ciena`s 2003 fiscal year, which ends in October.

Ciena`s shares closed up 27 cents, or 5.5 percent, at $5.15 in trading on the Nasdaq on Thursday.

[Groupier]

Na weils so schön ist auch auf Deutsch

Ciena gewinnt namhaften Kunden in Großbritannien

(©BörseGo - http://www.boerse-go.de)

Ciena (WKN: 905348, US: CIEN) hat einen dreijährigen Vertrag mit dem britischen Telekomdienstleister BT geschlossen.
Ciena wird dem größten Festnetzanbieter Großbritanniens beim Ausbau des „neuen, next-generation“ Netzwerkes helfen.
Finanzielle Details wurden zwar nicht bekannt gegeben, doch bezeichnete Ciena den Auftragsgewinn als bedeutend, erweitert er doch die Kundenliste um ein weiteres namhaftes Unternehmen.

[pinklady]

Warum steigt Ciena heute gegen den Trend?
Gibt es irgendwelche Nachrichten?

[Groupier]

Ciena

Networking firm Ciena is also experiencing above normal activity on the message boards.
After beginning today`s session in negative territory, CIEN mounted a quick recovery and is currently higher by 5.96 percent.
As the chart below illustrates, today`s move puts the stock back up at potential resistance at the site of its overhead 10-day moving average.

The catalyst for today`s move is undoubtedly positioning ahead of the firm`s fiscal 2003 earnings report, which is slated to be released tomorrow before the open.

Turning our attention to options activity, traders are gravitating toward CIEN`s June 5.00 call strike with volume of 1,341 contracts crossing the tape on open interest of 7,810 contracts.

Quelle
http://www.schaeffersresearch.com

Reine Spekulation auf Gute Zahlen sonst nix!

[Groupier]

War wohl nix mit guten Zahlen heute.