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Technology Stocks : JDS Uniphase (JDSU)

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To: gdichaz who wrote (2522)	12/3/1999 1:43:00 AM
From: Glenn McDougall	Read Replies (1) of 24042

<<But I find myself thinking that in the real world the barriers to entry for any company attempting an effective and successful challenge to JDSU's dominent position in the exploding fiberoptics component equipment supply field, makes holding JDSU "lightly" an absurdity. Sure its OK if "lightly" means "tightly" but I agree with Pat Mudge (who has my very deep respect for her savvy BTW) that JDSU is such a strong holding that if the mantras of the GG are being used at all, then a common sense interpretation would seem more sensible than rigid application.>> As a general comment I agree with the above statement. I would point out that SDLI and ETEK although much smaller still offer the potential of another active and passive merger in the field. All this said others like LU and NT are anything but passive about expansion of their competitive offerings. Regards Glenn

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