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Technology Stocks : JDS Uniphase (JDSU)

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To: John Carragher who wrote (3969)	1/7/2000 8:34:00 AM
From: SJS	Read Replies (1) of 24042

John, Agree. He squarely placed 66% of the blame on LU executive management team for their inability to execute on the company plan. Their mfg constrained, and saw a shift to products they couldn't build fast enough. I found it intersting to know that they AREN'T the leader in OC-192 and are scrambling to get into that space with new products due over the next 2 quarters. NT has a big lead there. He mentioned that LU's optical group and JDSU go back and forth between first and second place quarter for sales. He had high praise for JDSU, and mentioned the ENTIRE OPTICAL SECTOR is constrained by lack of MFG and test equiptment. I found it extrememly positive for this sector, JDSU and other optical telecoms in particular. THIS IS company specific to LUCENT. Steve PS: I read this AFTER I wrote the above comments from the CNBC interview this morning with LU CEO: ______ 07:43 ET Implications of LU Pre-announcement : CSFB reiterates "buy" rating on NT, JDSU, SDLI, ETEK, TLAB saying that LU's pre-announcement is a company specific event as opposed to an indicator of deteriorating industry demand; highlights CIEN as a potential beneficiary of LU's manufacturing issues in the optical networking market.

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