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To: DownSouth who wrote (1938)	12/30/1999 11:46:00 AM
From: 100cfm	Respond to of 10934

DS someone also posted a report from the fool which showed that sli's production capacity is equal to jdsu's on certain chips for their pump lasers(hope thats the right component, head still foggy from last night). but the point is as you said, jdsu is not a gorilla and competition can close in on jdsu. the lower power lasers seem to already be a cheap commodity. this is the danger in kings, their products can be commodisized. while holding jdsu i will keep a close eye on the quantity of components produced and a closer eye on their competitons numbers. not something worry about now since jdsu is twice the size of all their competitors but need to make sure that gap is maintained or widened. 100