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Technology Stocks : JDS Uniphase (JDSU)

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To: Glenn McDougall who wrote (1559)	10/31/1999 12:12:00 AM
From: D. Plen	Read Replies (1) of 24042

Glenn, Re: "Nortel set to unveil strategy for fibre-optic production." Isn't this a trifle worrying? If Nortel is JDU's second biggest customer and they are planning to set up their own fibre-optic production facility, what will this do to JDU's sales to Nortel? We know that demand currently outstrips supply, and JDU is expanding capacity as fast as possible, but if you are Nortel, you aren't used to being told to wait. It looks like Nortel wants to have control over at least some of the production of the components that it uses. This proposed new plant will take some time to reach production, and the market demand is growing so rapidly, I hope that this will not have a negative impact on JDU's revenue growth. It could be taken as a testament to the growth of the demand for components, and this would be a good thing! D.Plen

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