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Technology Stocks : George Gilder - Forbes ASAP

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To: Cyrus Mashhoodi who wrote (3101)3/11/2000 10:24:00 PM
From: cfoe  Read Replies (1) of 5853
 
Did anyone got the feeling that the report might have been negative for JDSU.

Since Terabeam is a last mile solution, I don't know if their not using JDSU's pump lasers is a negative. My question is whether the pump lasers they are using can compete with JDSU's where JDSU is big. I got the impression the pump lasers TB will be using have been around for a little while. So I need to assume they are not directly competitive with JDSU's.

Caveat - I have not read the report carefully yet and won't be able to for a while. So I may be off base here.
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