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Technology Stocks : JDS Uniphase (JDSU)

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To: pat mudge who wrote (5692)1/31/2000 6:39:00 AM
From: Exciton   of 24042
 
Interesting. One problem with Corning's strategy may be that one big equipment manufacturer--Lucent--will probably be very reluctant to buy Corning's modules/components because they are competitors in the optical fiber market. Between them they control the manufacture and patents for non-zero, dispersion shifted fiber and its most recent variants which all of the service providers want. Corning could be more successful selling to the other OEMs however.
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