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

To: pat mudge who wrote (2499)	12/2/1999 2:26:00 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 24042

One problem with the GG (Gorilla Game--a book) is that it is a metaphor collection run amok -- the term "King" applies to Compaq and JDSU, according to these people. Do you think CPQ and JDSU are in similar situations? I don't.

To: pat mudge who wrote (2499)	12/2/1999 2:36:00 PM
From: t2	Read Replies (2) \| Respond to of 24042

Pat, Do you think the barriers to entry for potential competitors to JDSU? Is the phrase "barriers to entry" not strong enough for this business? How would this sector be different than for example the semi-conductors? My guess is the low yields on many components is what sets this sector apart.(and the need for specialists/scientists) Are you heading out to any fibre optics conferences in the near term? thank you.