Next Inning Technology, a subscription service focused on semiconductor and technology stocks, announced that the company has published an updated State of Tech Report. During this report, Next Inning updated corporate outlooks for the following companies: Alcatel-Lucent (ALU), Ciena (CIEN), Cisco Systems (CSCO), and Extreme Networks (EXTR).
In his State of Tech report, McWilliams wrote: “Ciena has more than doubled since we flipped to a bullish opinion of the stock two years ago. While this means that investors who bought in September 2005 now have more than twice as many dollars allocated to Ciena as before, it does not mean that they have twice the risk exposure. While the price has more than doubled, the amount of information we have about Ciena and the demand environment it faces has also changed for the better…”
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