JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Jenne who wrote (2717)	12/8/1999 7:42:00 PM
From: jmanvegas	Read Replies (2) of 24042

Could it be that LUMM's dramatic rise today spooked JDSU and was one of the factors causing JDSU's drop. LUMM was up over $8 today to close around $35. MOLX made additional investments into LUMM. Aren't they the Canadian company working on an optical chip that does what the passive/active components made by JDSU do at a fraction of the cost? Can someone comment concerning the technological implications that this chip would be to the likes of JDSU, SDLI, ETEK, etc? My understanding is that JDSU wanted a sample of this chip and LUMM told JDSU to get lost. Being a long-term holder of JDSU, this would concern me greatly if a technological breakthrough would render JDSU's components obsolete. I know I'm bringing up old stuff that was discussed a number of months ago on this thread. But that was when LUMM was trading at the low single digits. The rise of LUMM's stock price to $35 may have to be taken seriously. Just some thoughts. jmanvegas

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