JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Tunica Albuginea who wrote (17923)	2/6/2001 8:48:02 PM
From: zbyslaw owczarczyk	Read Replies (1) of 24042

CSCO weeks exposure to European carriers which are building new networks at faster then expected run (CSCO, ALA and NT conf. calls), poor sales to RABCs and ILECs in US which again are spending for optics, IP+ATM and access(DSL) at healthy run is major reason for miss and flat guidance. To much CSCO was involved in money loosing ISPs. When J.Ch was asked about SBC deal(more specifically with Ameritech unit only) J.Ch said that SBC is moving quickly to packet networks...... Well it was not exactly what analyst wanted to know......... (see my ref. about exposure to established carriers) Someone else who dominates SBC in general intaking CSCO bussiness at Ameritech...... Zbyslaw

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