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To: cfoe who wrote (44389)	10/12/1999 6:49:00 PM
From: waverider	Respond to of 152472

JDSU... Market leader this past year... and it continued today. Rick

To: cfoe who wrote (44389)	10/12/1999 7:41:00 PM
From: Jim Willie CB	Read Replies (4) \| Respond to of 152472

new leaders of tech: just my opinion Cisco in networking ... they are moving beyond computers into fiberoptic interconnects, telephony Qualcomm in wireless... nuff said Uniphase in fiberoptic ... they dominate now with all manner of components, owning the key piece of EDFA (erbium doped fiber amplifier) Sun Microsystems for servers ... they dominate in webservers Lucent and Nortel in enabling technology ... they provide tons of critical stuff AOL in internet service??? nobody in software... gonna converge toward free or bought via application service... that is growing and is very competitive was unaware of your post yday on Intel agree totally migration has begun the warning bells were whacks to Compaq, HP let the CHANGE OF THE TECH GUARD continue as for painful transition, gonna be some, but not all the Naz Generals will suffer... Cisco and Dell will continue... Intel will become a weaker king... Microsoft will become a recognized thief and acquirer of everything / jim