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

To: Mehitabel who wrote (5152)	1/25/2000 6:19:00 PM
From: t2	Respond to of 24042

I notice NT says they plan to triple optical manufacturing capacity. Would you (or others) comment on whether you feel NT's doing this would affect JDSU growth? Actually, you should listen to the Nortel conference at about starting at 40minutes into the call. The comments were very positive. Made mention of JDSU and stated that Nortel's expansion plans do not overlap with the components they buy from JDS Uniphase. It certainly looks good for JDSU. Also talked about the barriers to entry (that is what his comment implied) in certain products. This comment was at other points in the call, i think. It is worth listening to. Here is the link for the replay. nortelnetworks.com