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Technology Stocks : Ciena (CIEN)
CIEN 191.74-1.3%Nov 14 4:00 PM EST
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To: Milkman who wrote (2052)4/27/1998 4:30:00 AM
From: craig crawford  Read Replies (2) of 12623
 
<< The other factor is costing the next generation. The rub is as capacity doubles the cost usually is more that double. This may likely add more delay unless they cut margins or development/production costs. >>

I guess I don't quite understand what you are saying. Are you saying that it costs CIEN more than twice as much money to develop a DWDM with twice as much capacity? Or are you saying that the carriers who buy the DWDM equipment will have to pay more than twice as much to double their capacity?

Either way I'm not sure I agree. Microprocessors are millions of times more powerful today than they were a few decades ago, yet they don't cost a million times as much and they didn't cost someone like INTC millions of times as much money to build.
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