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Technology Stocks : JDS Uniphase (JDSU)
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To: t36 who wrote (6556)2/22/2000 8:22:00 AM
From: Bruce Hampton  Read Replies (1) of 24042
 
re:GLW vs JDSU

t36, Go back and read post 6430. I tried to generate some discussion here concerning this subject a few posts ago, but few takers. Since then I've stumbled across the fact that GLW presently has about 10 percent of component market as opposed to JDSU with about 60-70 percent. The threat here, of course, is that GLW is rapidly shedding its extraneous sideline businesses and concentrating more and more on fiber, including components. It appears some folks on this board are playing both (along with SDLI) with success, and if you're a GGamer, you know this is the place to be.

B.
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