looks like the article posted got some attention probably from this segment
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With a reduced share price, Ciena remains an attractive
target for Cisco Systems and other companies rumored
to be interested in it, though Chaddick would not
comment on any future suitors taking Tellabs' place. But
with a reduced capital base, it is also harder for Ciena
to justify the significant amount of in-house
manufacturing and test necessary for building its
proprietary systems. The company designs its own
Bragg gratings, for example, to achieve a channel
density that would not be possible using discrete optical
filters. Ciena also finds it necessary to manufacture its
own optical amps for its systems.
"We have a huge amount of money invested in
developing the things we could not outsource, including
assembly of opto-electronic modules," Chaddick said.
"Not even Lucent goes this far, it buys a lot of its
components from Corning."
Provided Ciena can expand its customer base with the
right prices and feature sets to appeal to the new,
smaller breed of carrier, the only thing the company can
do is to continue on its existing path, improving
execution by delivering reliable products on time.
Fortunately, Chaddick said, customers are not
responding to the Wall Street turmoil. If anything, the
events are giving the company a positive backlash, as
existing customers and new prospects say Ciena was
hammered unnecessarily in a month of events company
executives would just as soon forget.
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and then later in the day, looks like people that do not understand technology well, or for tax reason started the downward slide. |
