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

To: Boplicity who wrote (2685)	12/8/1999 3:22:00 PM
From: t2	Read Replies (1) \| Respond to of 24042

Greg, I did not have a take on the GLW deal. I think you summed it up pretty well---i tend to agree but i am no expert in this field. Maybe Pat Mudge might be able to figure out what this means---i put a post to him on the SDLI thread. Where is the fibre optics expert "bulldozer"? I hold GLW and ETEK--don't have any SDLI. Looking to buy. Read the Street.com on SDLI/ETEK merger possibility (about equal size company). A merger of passive and active just like Uniphase and JDS Fitel. I think both those stock will move up sharply if it is to occur. SDLI is "due" to announce a stock split as well.

To: Boplicity who wrote (2685)	12/8/1999 3:35:00 PM
From: t2	Respond to of 24042

The question I have, does producing the actual cable give GTW a leg up with installers? My feeling is that buying the actual fibre optics cable is like buying copper wire(well almost). Buy it anywhere and it will go with whatever brand (JDSU, SDLI etc) of components that are being used. The more complicated components would involve a matching process---sort of like buying MS Office for Windows and Office for Apple. That would explain why JDSU would not want to be in the fibre cable business --and they would not want to step into their customers' territory as well. Maybe someone can correct me if i am wrong in my assumptions.