Ciena (CIEN) Message Board

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Technology Stocks : Ciena (CIEN)

CIEN 186.98

-2.5%

4:00 PM EST

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To: Kenneth E. Phillipps who wrote (9811)	11/19/2000 9:58:40 AM
From: James Fulop	Read Replies (1) of 12623

>>Can Ciena ramp up its production enough to substantially reduce Nortel's market share. I doubt it.<< I have noticed you making comments like that since Friday and was wondering if this comes from actual knowledge of Ciena's limitations in production, or is this just a general observation based on the various studies we all have read in the past? My understanding is that Ciena does a lot more production of optical components in-house than Corvis, Sycamore or ONIS and therefore may be better positioned than most competitors for a production ramp.....If you have seen something in writing that leads you to conclude Ciena will have a hard time ramping production, I would like to see it....Thanks..

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