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Technology Stocks : JDS Uniphase (JDSU)
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To: t2 who wrote (12991)10/11/2000 1:28:30 PM
From: sam  Read Replies (1) of 24042
 
What O'Brien also "missed" was that LU's loss is most likely NT's gain. And JDSU supplies NT. Doesn't really matter which entity actually buys the components. JDSU will sell the same amount -- more or less -- unless the market for f/o in general is slowing. No signs of this at all. Yet another sign that no slowdown is in sight? LU will be devoting MORE resources to fiber optics. Suggests they believe (if one can trust the judgement of LU management) there still is opportunity for them in that space.
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