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To: Robert Sheldon who wrote (1489)12/1/1999 11:29:00 PM
From: jeff greene  Read Replies (1) of 2702
 
Robert --

). HOWEVER! As the year rolls on and infrastructure orders ramp, the sheer dollar growth of that area will probably put JDSU back into the 7-8% contribution range.

Thanks for the analysis of the optoelectric question.

On two occasions I have prompted Matt at Pfeiffer communications to comment on JDSU or LU et al. as potential customers of the optical components, and he is either unaware of the facts you have presented or is confusing the commercial infrastructure components going to Stanford with true optical supplies to JDSU.

Please help clarify, and again, thanks for your insight.

Jeff
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