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Technology Stocks : JDS Uniphase (JDSU)
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To: sam who wrote (13582)10/27/2000 2:55:09 PM
From: pat mudge  Read Replies (1) of 24042
 
I've been away most of the morning, but I have to admit I'm becoming tired of half-informed if not uninformed articles and commentaries.

If anyone would like a copy of RHK's numbers from a powerpoint presentation given at OFC in March, please email me. I've been told the statistics have been upgraded since then, but this will give you a starting point.

One quote:

RHK expects 50% CAGR in optical networking components between 1999 and 2003. For those who have trouble with percentages, this mean the sector will grow from $1.7 billion to $8.7 billion by 2003. We know from Josef Strauss and Don Scifres that the combined company will capture around $3 billion of that in 2001.

Perhaps someone could have the charts blown up and put on a billboard in Times Square, right across from Tom Costello's window. :)

Pat
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