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Technology Stocks : JDS Uniphase (JDSU)

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To: Kent Rattey who wrote ()9/2/1999 6:53:00 PM
From: j t jackson  Read Replies (1) of 24042
 
I have been long JDSU for the past 6 months, enjoying the positive results and the discussion on this thread.
Recently GAEO, announced their first production order ($5,000,000) for optical filters for DWM with a follow-on 15 to 20 million dollar order. For details see GAEO news release. Does anyone know wether GAEO represents potential competition to the JDS filter part of JDSU or is doing something which is complimentary at least at this time?
Thanks for any response. jtjackson
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