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Technology Stocks : JDS Uniphase (JDSU)

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To: Bulldozer who wrote (766)8/11/1999 12:14:00 PM
From: quidditch  Read Replies (1) of 24042
 
Bulldozer, an absolutely impossible paragraph to dope out from Soundview. I wasn't aware that GLW was an amplifier vendor to LU or anyone else. I thought it was pure fiber play. In any event, it appears that Soundview is saying that LU has shifted more (?) of its outsourcing to JDSU?

Would be good news, but LU has been in the process of doing this for months. Maybe that's what the analyst is getting at, in addition to GLW problems.

Regards. Steven
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