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

To: Scripts who wrote (3894)	1/6/2000 4:32:00 PM
From: Kayaker	Read Replies (2) \| Respond to of 24042

-- Faster than anticipated shifts in customers' purchases to Lucent's newest 80-channel DWDM optical product line and greater than expected demand for OC-192 capability on the 80-channel systems, which resulted in near-term manufacturing capacity and deployment constraints; Looks OK to me wrt JDSU.

To: Scripts who wrote (3894)	1/6/2000 4:33:00 PM
From: hivemind	Respond to of 24042

re: LU warning... The company attributed the lower than expected revenue and earnings for the first fiscal quarter to several factors, including: -- Faster than anticipated shifts in customers' purchases to Lucent's newest 80-channel DWDM optical product line and greater than expected demand for OC-192 capability on the 80-channel systems, which resulted in near-term manufacturing capacity and deployment constraints; perhaps this is good news in disguise? hivemind

To: Scripts who wrote (3894)	1/6/2000 4:36:00 PM
From: t2	Respond to of 24042

" Faster than anticipated shifts in customers' purchases to Lucent's newest 80-channel DWDM optical product line and greater than expected demand for OC-192 capability on the 80-channel systems, which resulted in near-term manufacturing capacity and deployment constraints;" Lucent's warning can't be bad for JDSU. JDSU has been pretty open about their situation and efforts to ramp up capacity. JDSU's still seems limited by its capacity to produce. Still good for JDSU stock, if not for Lucent. The demand is out there. Lucent has not been keeping up the pace of Nortel and Cisco as well---overall.