SDLI - JDSU transition Message Board

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Technology Stocks : SDLI - JDSU transition

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To: pat mudge who wrote (220)	2/16/2001 3:41:33 PM
From: Tulvio Durand	Read Replies (1) of 3294

... 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. Pat, I am surprised you rate NT higher than CSCO in this comparison. I thought legacy products belonged primarily to LU and NT. CSCO's business is too new to have much in the way of legacy products. Please explain. Also today's market is indicating otherwise as NT and all-optical JDSU are down 30 and 20%, respectively, v. 7% down for CSCO. Thanks. Tulvio

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