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Technology Stocks : JDS Uniphase (JDSU)

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To: Glenn McDougall who wrote (1568)	10/31/1999 10:47:00 AM
From: Kayaker	Read Replies (4) of 24042

Nortel set to unveil strategy for fibre-optic production. It's an interesting question, but it depends on what is meant by "fibre-optic production". Nortel is JDSU's 2nd largest customer, 17% of sales this past quarter. So is NT entering into competition with JDSU, or are they just stepping up production of existing products, in which case, it would increase JDSU sales to NT. I don't know. nortelnetworks.com

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