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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Kent Rattey who wrote (618)	7/20/1999 5:19:00 PM
From: Bulldozer	Respond to of 24042

There is so much room for additional demand in the optical space for merchant chips, components and modules that long, long after the fiber plant is built out (does that ever happen?) there will be continued robust demand. As the long haul growth slows down (does that ever happen?), the metro and the access market will provide X times more opportunity. The WDM market will evolve from long-haul bandwidth enabler to shorter-haul provisioning and intelligence provider. That is a much bigger worldwide market. Of course most of this relates to North America. Europe is 1-2 years behind NA and Asia is 3+ years. So lots of growth there as well. BD