Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stewart V. Nelson who wrote (1090)	12/11/1997 12:12:00 PM
From: Darryl Olson	Read Replies (1) \| Respond to of 12623

CIEN holding up extremely well in a bloody market today.

To: Stewart V. Nelson who wrote (1090)	12/11/1997 9:23:00 PM
From: Tim Bagwell	Read Replies (1) \| Respond to of 12623

Stewart, It is very possible that CIEN will hit bottle-necks like you say. They deal with a lot of customized systems. In fact, every customer has different requirements. Very many companies fail when they try to keep growing at high rates. The competition is already out there deploying systems too and customers don't like to be kept waiting. If CIEN is to build 300 systems next year with a 45 day delivery time that means they have 7 systems in the works at any given time on average. It probably takes a team of 30 people to do the assembly of one system so that's 210 people needed in manufacturing. They have that level of staffing now but training takes time. Just a very rough guess.