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Technology Stocks : JDS Uniphase (JDSU)

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To: pat mudge who wrote (10922)6/21/2000 1:33:00 AM
From: burn2learn  Read Replies (1) of 24042
 
Pat,
Have you read anything that justifies the 750 mil JDSU paid for Cronos? From what is stated on the Cronos site the entire optical MEMS market is only expected to reach ~900 million in a few years. Old fab equipment is cheap and MEMS fabrication techniques do not appear to be at all standardized.

mike
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