SDLI - JDSU transition Message Board

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Technology Stocks : SDLI - JDSU transition

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To: Jack Hartmann who wrote (1704)	6/21/2001 12:47:11 PM
From: pat mudge	Read Replies (2) of 3294

Jack -- If you read the financial press, you'd think all deployments had stopped dead in their tracks. Projects that were started before the freeze are still in progress. Now we're waiting for news that new projects are being funded. I was told yesterday that MCI decides its metro build-out city by city and that they'll be making these decisions by the end of July. I also know that Asian markets have upward momentum and companies with a presence in these areas will hold up better than those focused primarily in North America. Alcatel, Marconi and Siemens versus Nortel, Lucent, and Tellabs. Looking for shafts of light in a very black tunnel. . . Pat

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