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

To: Don Johnstone who wrote (806)	8/16/1999 4:08:00 PM
From: SJS	Read Replies (1) \| Respond to of 24042

Fascinating. Thanks for that lucid and suscinct review. Steve

To: Don Johnstone who wrote (806)	8/16/1999 7:16:00 PM
From: Kent Rattey	Read Replies (2) \| Respond to of 24042

<So it's a competitor for JDSU all right, but then again JDSU could end up being a big buyer of the product from LUMM/Molex, or who knows, they may buy the company if they want the technology badly enough.> I'm sorry, but this is comical to me. They don't make anything yet! Where have they demonstrated the technology? Who has tested it? I can't count the "Cisco killers" there have been in the last 6 years. If they do compete it will be in one product line, on limited basis(7500 Square feet), several years from now, or they may be a supplier(several years from now). LUMM is a possibility way in the future which may or may not pan out. A risky investment at this point in time.