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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: im a survivor who wrote (9950)	10/26/2000 2:45:55 PM
From: zello	of 65232

Hey folks. It's been awhile since I have posted but have been lurking. A quick question on JDSU earnings. If demand is still outpacing supply on fiber optic components then would LU and NT's slower than anticipated sales really effect JDSU? Wouldn't JDSU's earnings/sales be solely dependant upon how much they have been able to ramp up capacity and catch up with demand (like SDLI)? Anyone's thoughts on this are welcome? zello

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