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Technology Stocks : JDS Uniphase (JDSU)
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To: Glenn McDougall who wrote (1589)11/1/1999 7:55:00 AM
From: Trader Dave  Read Replies (1) of 24042
 
My point was that a lot of the share data excludes the optical components provided by the big boys such as Nortel.

The trend is towards independent merchants, just like in the communications semiconductor space, but you have to read the market share information carefully.

As JDSU delivers more and more complete modules, it has a good shot at becoming a Gorilla, but for now, it is just a King.

I'll try to dig up some specific data, but it won't be for a few days.

TD
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