Wisdom vs. Information: CIEN /NT: 390M cash, ~130M stock (10M shares), 2X Rev, add 100M annual OpEx, another 50M for transaction costs; proforma looks good
Thu, Oct 08, 2009
Wisdom vs. Information: CIEN has been concentrating on 100G b/c telcoms had been demanding; recently telcoms demandschanged, so 40G bridge was desirable, thus NT