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Technology Stocks : JDS Uniphase (JDSU)

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To: Stocker who wrote (16280)	1/10/2001 2:51:24 PM
From: pat mudge	Read Replies (1) of 24042

Stocker -- Correct me if I'm wrong, but isn't CSCO a leader in networking for enterprise and ISPs? To my knowledge they have very little exposure to the carrier market and therefore would be expected to be hurt when ILECs eat CLECs lunch. I admit that's not the way the FCC intended it, but it appears to be the case. NT is now the industry leader in carrier networking and JDSU/SDLI is the leader in the optical networking component space. Pat

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