x
<<   <   Page 2 / 2
wildcard 12/4/2012 | 8:23:00 PM
re: Morgan Stanley Downgrades Ciena

Ouch..

What I said was...


Basically if the engineers kept their heads down and did their part by meeting schedules, and technology market windows, instead of trying to be the best day trader in their mind, Wall Street would not be crawling up your ass asking why your revenue is off, so they can tell their billion dollar fund managers be steady thing should get better soon.

And what your reply was...

Still with blinders.

I guess that would make you a Marcom person.

fatchance 12/4/2012 | 8:22:59 PM
re: Morgan Stanley Downgrades Ciena The statements from Morgan Stan. reflect trends in revenue, considering the end customer's cash flow and business situation, and the current valuation of CIEN. These are opinions and may be wrong if situations change. Wall St. generally have the lying SOB's in sales to fleece the rabble and to push financial products that pay them the most. Analysts may have differing opinions from other parts of their institutions (like sales) but do not intentionally put out falsehoods. Of course they can be completely wrong too. That's how we got the dot com mania.
fk 12/4/2012 | 8:22:56 PM
re: Morgan Stanley Downgrades Ciena Basically if the engineers kept their heads down and did their part by meeting schedules, and technology market windows, instead of trying to be the best day trader in their mind, Wall Street would not be crawling up your ass asking why your revenue is off, so they can tell their billion dollar fund managers be steady thing should get better soon.

Typically it's not the engineers who aren't doing their part, it's the managers who demand everything yesterday and expect you to get it done without any resources. "But you didn't hit the schedule!!" Start with a schedule that in some way resembles reality, add even a fraction of the necessary resources and if the engineering team is any good, they'll perform. Where you run into trouble is when you have marketing claiming they'll have a feature set next quarter that takes three quarters to design, build, debug and verify, and a manager that says "ok" when faced with the prospect of delivering. Manager leaves at five, and the engineers toil into the night trying to make it happen. When it all crashes to the ground out of its own absurdity, they blame the engineers.
LightByte 12/4/2012 | 8:22:41 PM
re: Morgan Stanley Downgrades Ciena I used to think about managers like that until I started working for CIENA. Nothing more inspiring than your manager sitting next to you in the lab helping to debug your circuit at midnight.

LightByte
dlharding 12/4/2012 | 8:22:31 PM
re: Morgan Stanley Downgrades Ciena I think it would be hard for anyone to argue with the success of the company. They have out performed even the pie in the sky expectations, their management has been stellar and the momentum keeps going. The AT&T deal while small in nature represents a huge win for Ciena given how badly AT&T (sticking up for their neighbors at Lucent) screwed them back in 98. Regardless of how often Nortel's PR department (also commonly referred to as RHK) puts out releases claiming leadership of Nortel's piece of %@$# products, Ciena keeps winning new accounts.

That being said, Jackson is right....this company is too expensive and all that has to happen is that they lose $$ from a Sprint account or fail to get a new one that they were expecting to make and the forward looking stock valuation goes down. He might have something to gain if the price goes down....but, look at his colleagues who kept pushing Amazon, E-Bay and others even in the face of the DotCom meltdown.

Other analysts have offered the same message.... Ciena is in a strong position. They really own the switching market and they have good account depth but one should not expect this stock to soar to new heights soon.

Call his report self- serving, call it a conspiracy, call it a wise move..... but at least no one can say that the analysts didn't try and give some good advice here.

Just a thought....
tet109 12/4/2012 | 8:22:21 PM
re: Morgan Stanley Downgrades Ciena CIEN is doing just fine.
Milano 12/4/2012 | 8:22:20 PM
re: Morgan Stanley Downgrades Ciena Let's face it, it takes a lot of guts to downgrade CIEN in the current situation. But what's the fuss all about? Analysts' job is about risks and valuation, not just about the company performance. And CIEN's valuation is sky high given some business risk they are facing.

To the CIEN's bunch: the best way to reply to MSDW is with continued success and increased stock price.

Milano
<<   <   Page 2 / 2
HOME
Sign In
SEARCH
CLOSE
MORE
CLOSE