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

To: reg who wrote (848)	8/26/1999 7:07:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 24042

Does this CSCO/Cerent deal make JDSU valuable to a CSCO competitor? Not necessarily. Seems to me it makes JDSU more valuable for what it already does--provide fiber components. From the following I get the distinct impression that Cerent builds a "box" made up of components from others. This product will enhance the use of fiber and drive demand for JDSU components up, imo. Anybody see it differently? Both Cerent and Monterey have expertise in routing traffic very rapidly across fiber-optic lines, which are becoming the primary component of large communications networks but operate differently than the corporate networks at which Cisco is expert. Cerent's first product, for example, can handle 240 gigabits of data a second, the equivalent of 3.8 million phone calls or 160,000 high-speed T-1 lines. Message 11070911