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Technology Stocks : JDS Uniphase (JDSU)

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To: pat mudge who wrote (17691)2/2/2001 3:56:46 PM
From: James Fulop  Read Replies (1) of 24042
 
"Far from focusing on single vendors, carriers are moving more and more to best-of-breed solutions. When she suggests Lucent is strong and Ciena weak, do you agree with her?"

Qwest, now a >10% Ciena customer, has shown its disagreement with that statement in very concrete monetary terms....<g>
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