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Technology Stocks : SDLI - JDSU transition

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To: Jack Hartmann who wrote (216)	2/16/2001 1:32:01 PM
From: pat mudge	Read Replies (5) of 3294

Jack -- From CATechTrader: The whole networking group is being shot with this Nortel news, yet interestingly enough if one reads Nortel's words, their problem is in SONET and with legacy based Telcos, not the all-optical area. Thus the opportunity I see that the market does not by not distinguishing between optical and SONET based companies. He's right on and as soon as the smoke clears, managers and analysts will realize NT's bad news is actually JDSU's good news. That sort of understanding doesn't come easy. For the past few years everyone on this thread has been saying there are two markets --- Next-Generation all optical (DWDM) and Last-Generation circuit switched (SONET). Companies like LU, NT, and CSCO will succeed in direct correlation to their agility in moving from legacy products to all-optical. I still believe NT is better positioned than the other two. As for JDSU, they are the clear leaders in all-optical components. End of story. :) Pat

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