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Technology Stocks : JDS Uniphase (JDSU)

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To: tekboy who wrote (13849)	11/2/2000 1:28:54 AM
From: pat mudge	Read Replies (4) of 24042

A great article! This is especially good to keep in mind: The blanket statement that "capital spending by telecom carriers" will grow by X% masks a huge range of growth rates among different types of equipment. Next year, for example, spending on voice-related equipment will probably decline dramatically at the same time that spending on optical gear continues to increase in a big way. Industry gurus Ryan Hankin Kent, for example, estimate that the global optical transport market will grow 36% in 2001, which is a lot faster than the 21% increase they see for the entire market. Pat

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