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

To: Glenn McDougall who wrote (1558)	10/30/1999 9:57:00 AM
From: William	Respond to of 24042

Not only that, but close to 40 per cent of its business last quarter went to just two customers -- Lucent Technologies Inc. and Nortel. Not a bad pair of companies to have as your top 2 customers. And that pair will beat many 3 of a kind others. I like it. Don't let comments like this keep you from making money on this stock. William

To: Glenn McDougall who wrote (1558)	10/30/1999 5:32:00 PM
From: jackmore	Read Replies (1) \| Respond to of 24042

Glenn, Re: "Tale of Two Tech Giants" Thanks for posting that perceptive little piece. Re: ...but investors should be aware that all of JDS business lies in a single niche. Yes, it's a single niche that just happens to be at the base of the food chain for a worldwide fibre optic organism that is growing at a geometric rate! That's some niche, heh? Best, jack