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

To: Lynn who wrote (1615)	11/3/1999 8:54:00 AM
From: Bulldozer	Read Replies (1) \| Respond to of 24042

Lynn - if you don't like that, you really won't like the fact that Lucent accounts for even more - 22%! In general, I don't like that much concentration either. However, the simple fact is LU and NT are dominating the space and although JDSU sells to hundreds of customers, these two giants are simply flexing their muscles, taking advantage of their years of relationships with IXCs & PTTs, using their huge R&D budgets, and taking the lion's share of systems biz. Someone needs to supply them - it might as well be JDSU. BD