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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?


To: DOUG H who wrote (8941)5/20/2000 3:55:00 PM
From: jghutchison  Read Replies (1) | Respond to 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



To: DOUG H who wrote (8941)5/23/2000 1:55:00 PM
From: James Fulop  Read Replies (1) | Respond to of 12623
 
>>Do you know who the suppliers are?<<

For some odd reason, I missed your post and just read it now...anyway, here is a post I made on Yahoo a while back when somebody else asked me the same question.

messages.yahoo.com