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Technology Stocks : Ciena (CIEN)
CIEN 200.18+2.0%4:00 PM EST
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To: DOUG H who wrote (8941)5/20/2000 3:55:00 PM
From: jghutchison  Read Replies (1) of 12623
 
Doug, I don't know who the suppliers are. Some may be disclosed in the 10-K. However, I do know that Ciena fabs a lot of stuff in-house.

In any event, Ciena may will be first in line as a preferred customer for components. The smaller competitors will most likely be on allocation.

Although shortages are annoying, they do signify a very healty sector. And that's not about to change in the current interest rate environment.

Jack Hutchison
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