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

To: Paul Casi who wrote (4823)	1/20/2000 2:03:00 PM
From: t2	Respond to of 24042

If JDSU purchased Cien it would be to become a competitor to it's clients. You are right. The component manufacturers don't want to be competing with the best customers. CEO Kevin Kalkhoven repeats (so often) that JDSU will not become a system providers (i think that is what he called the LU and NTs). Ciena is probably a better fit with Tellabs. <g> No offense to those that lost money when that deal fell apart. I bet Tellabs now regrets not going through with it. You would probably see consolodation among the buyers of the components. I have not thought about the possibilities but would be interested in knowing other peoples' opinions on which ones would be good fits. I am especially interested in getting an idea which would be good merger partner with Ciena.