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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (38073)	1/17/2001 8:08:04 AM
From: Judith Williams	Read Replies (1) of 54805

Bruce-- Alcatel is building the new submarine network to connect Asia. JDSU should benefit along with Juniper since Alcatel is a 10% customer and growing and at present only SDLI and JDSU are qualified to sell critical products into this market. Scott Kriens is a piece of work. He shoots straight and his targets are deadly. --Judith

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