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Politics : Formerly About Advanced Micro Devices
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To: Mani1 who wrote (138961)8/24/2001 1:17:33 PM
From: tejek  Read Replies (1) of 1580444
 
JDSU is sure the biggest optical component company. But strangely enough, it is not that cheap. Long term I like LMNE more. It is also pure component but it is concentrated on the Metro area (kinda like the last mile) which is still very under developed. There is a lot of dark fiber (unutilized capacity) waiting for customer. I think optic guys in the back bone area will have a much slower recovery.

Mani, this is a Noam Lotan company. You know he doesn't belive in making a profit. Probably has great technology but will still below $5 so long as it doesn't make money.....until, of course, the next bubble. ;~))

What is he doing with all the money?

ted
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