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Technology Stocks : JDS Uniphase (JDSU)
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To: FlameMe who wrote (17148)1/25/2001 7:22:17 PM
From: pat mudge  Read Replies (3) of 24042
 
can someone explain to an uninformed person like myself the difference between the customers of a pmcs and the customers of a jdsu, and why one would see such a slowdown, while the other doesn't.

PMCS's top customer is CSCO whose largest markets are enterprise and CLEC. JDSU's end markets are primarily carriers. As they move into the metro market, their customer base will extend more and more to Ciena, Marconi, Siemens, ONI, Avanex, and Cisco.

If you want an indicator of stength in high-end fiber optics systems, look at AMCC, a company with a strong position in OC-192. VTSS is also a reliable guide because of its strong position in Galium Arsenide products.

As far as Cisco goes, you might want to dig below the surface and find out how much market share Unisphere Solutions is taking away. Juniper is not the only one eating into their market.

Pat
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