ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 274.74

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Dec 30 3:59 PM EST

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To: Junkyardawg who wrote (2231)	10/3/2000 7:55:04 AM
From: Bosco	Read Replies (1) of 2882

Hi dawg - not sure, if I guess right about what you are trying to get at. Optical component thus far is an incestuous market. Even competitors bought from one another, mostly from the big boys like NT, JDSU and GLW. One of the reasons CSCO moving into NH, MA area, as a wild guess, is b/c the traditional strength of optical expertise in this area. Also, it, with NT and GLW, are trying to accomodate as many LU refugees as possible. best, Bosco

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