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To: abuelita who wrote (1934)	2/12/2001 8:53:10 PM
From: Sully-	Read Replies (1) of 104159

Rose, No one in their right mind wants to hazard a guess on any individual company right now....... however, if you have followed the posts of late on the JDSU thread (Tunica Albuginea is on a roll today with some pretty decent FO sector info)..... last month JDSU & SDLI reported great numbers & decent guidance..... with some fuzziness for this next qtr..... all things considered, it sure seems that the FO sector is still hot........ or........ a lot of FO companies are eating JDSU/SDLI lunch..... I don't think JDSU/SDLI are suddenly second tier. Dang, the merger should make JDSU the FO leader in end to end, cutting edge solutions...... My SWAG is that they are at least comfortable with current year estimates (after they adjust for the merger & the sale of the plant that sealed the merger). If I'm right, you owe me a Killian's :- Ö¿Ö

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