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Technology Stocks : JDS Uniphase (JDSU)

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To: pat mudge who wrote (15048)	12/20/2000 11:17:57 AM
From: Tunica Albuginea	of 24042

Kalkhoven's way is how you keep inflation in optics down. Not trying to slim down JDSU/SDLI merger lightreading.com Kevin Kalkhoven: All of this is relatively linear. The one great thing about photonics is that you can make one of anything. And most people can make five of something. The real issue with photonics, is how do you make 10,000 of them a month? We can even see today how to be able to do far greater levels of integration than we currently achieve. But right now the industry can only make one of them. We may not have even got to the five of them yet, and we're a long way from the 10,000 of them a month. Let JDSU/SDLI go through. People like Kevin will figure out how to lower costs. The transistor has gotten cheaper and cheaper and cheaper with NO assistance from Clinton/Klein/Boise trustbusters. The last three should be sent to pick rice in the field and do something useful TA ============================ Message #15048 from pat mudge at Dec 20, 2000 10:54 AM Interview with Kevin Kalkhoven: lightreading.com

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