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OT - CIEN
OT - CIEN - Yup, found a couple of downgrades to 'neutral',
along with 2 explanations: 1. As I thought, the analysts involved
are concerned about what boils down to 'price wars' among
suppliers; and 2. Think that at (was it 400G? 600G? both?) that the
leading-edge products CIEN has had are behind those being offered
by Cisco, Juniper, and....one other vendor I can't recall. So,
while all the analysts acted like they had inhaled nitrous oxide
after CIEN's earnings, now some are having doubts. There are always
some that have doubts. How real? Wish I knew.
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