Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

The Ciena Corp (CIEN)

Long Ideas

Does the Ciena Corporation make money in the Cloud?

I think Ciena’s business revenues are shrinking because executives are afraid to buy new equipment. Executives were afraid to buy equipment because of the economic uncertainty COVID-19 generated. Now that the pandemic is easing, and the economy is recovering, I predict sales growth at Ciena Corp (CIEN).

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