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Technology Stocks : ADCT, passive and active fiberoptics play -- Ignore unavailable to you. Want to Upgrade?

To: cooksbay95 who wrote (1)	2/14/2000 11:58:00 PM
From: Andy Yamaguchi	Respond to of 12

ETEK/JDSU/GLW/APAT/ADCT all have the 50 Ghz DWDM now. But the yield is very low as indicated by GLW's statement today. Demand for 50 Ghz DWDM is huge and these companies simply can not meet the demand. I looked ADCT, it looked quite good to me. They has other ATM broadband business. In addition, they have pump laser(active one) which competes with SDLI and ORTL. I think it is stronger than APAT. ADCT also makes many fiber connectors. Look at APH which jumped more than 15 points today due to an upgrade from the street. However, it you compare ADCT and APH, APH is a low end fiberoptic company. ADCT is a high end one. ADCT is much better than AHP. It is un-discovered fiberoptic stock.