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Technology Stocks : JDS Uniphase (JDSU)

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To: Robert who wrote (17955)	2/7/2001 10:57:46 AM
From: Tunica Albuginea	of 24042

Robert, excellent thinking.I agree. At one time.....the whole Naz hung on CSCO's lips. It is no longer so. With JNPR taking 30% of market it tells you that CSCO's R & D dept is on shaky grounds. So you can no longer be a leader if somebody in 12 - 18 months takes 30% of market share from you, I would think. Furthemore, anybody that has spent more than 30 minutes looking at all the telecom situation must be/ is aware that we are in a big transition phase from silicon/electron to optical/photon. Thus the whole infrastructure of the web changes. I would submit to you that the big Institutions know that the world is a single market now. we have 3 aereas of activity: US, Europe & Asia. all 3 are HOT HOT HOT on e-commerce, in particular B2B the B2C is frosting on the cake; much less Theyknow that this is exploding , regardless of what is happening to MaBell/ATT and old LU. It is called creative destruction. CSCO needs to do more of that creative destruction. Destroy the old and create the new. If it does not, it will be taken over by previous little unknowns called JNPR, NT,ALA...and JDSU??? :-) TA

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