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Technology Stocks : JDS Uniphase (JDSU)

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To: pat mudge who wrote (5317)1/27/2000 7:44:00 AM
From: Lee  Read Replies (1) of 24042
 
Pat,.Re:.JDSU conference call, January 26, 2000

Many thanks for the CC notes. Sounds positive on all fronts. On Raman amplifiers, would these be licensed by SDLI?

Regarding the following statements from the CC:
Trend is to higher speed modulation and devices

Assumes this is long haul. Out at edge you don't need high speed.


Do you interpret this to mean that for the long haul routes, high speed devices aren't critical? This sounds like a recent familiar logical deduction by a gearhead? <ggg>

So much to think about, so little time! <g>

Thanks again for the CC notes.

Lee
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