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Technology Stocks : JDS Uniphase (JDSU)
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To: Don Johnstone who wrote (806)8/16/1999 7:16:00 PM
From: Kent Rattey  Read Replies (2) of 24042
 
<So it's a competitor for JDSU all right, but then again JDSU could end up being a big buyer of the product from LUMM/Molex, or who knows, they may buy the company if they want the technology badly enough.>

I'm sorry, but this is comical to me. They don't make anything yet! Where have they demonstrated the technology? Who has tested it? I can't count the "Cisco killers" there have been in the last 6 years.

If they do compete it will be in one product line, on limited basis(7500 Square feet), several years from now, or they may be a supplier(several years from now).

LUMM is a possibility way in the future which may or may not pan out. A risky investment at this point in time.

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