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Technology Stocks : GSLI Lumonics

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To: Ram Seetharaman who wrote (13)	1/20/2000 11:29:00 AM
From: JOHN A.	Read Replies (2) of 328

Redherring 1/19/00 Indeed, both Lucent and Nortel have recently announced plans to outsource the manufacturing of many of the fiber-optic component parts. Such news boosts the intrinsic value of JDS, which many analysts consider the leader in a small field of competitors including Electro Scientific (Nasdaq: ESIO), GSI Lumonics (Nasdaq: GSLI), SDL (Nasdaq: SDLI), Veeco Instruments (Nasdaq: VECO), and Newport (Nasdaq: NEWP). In fact, JDS's new heft has some analysts wondering whether any of those competitors might now appear on its monitor as take-over targets.

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