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Technology Stocks : Optical Networks and Components, DWDM and Tunable Lasers -- Ignore unavailable to you. Want to Upgrade?

To: Joanne Fishman who wrote (129)	2/22/2000 12:54:00 PM
From: Joanne Fishman	Read Replies (1) \| Respond to of 275

The following was posted on the JDSU thread: WOW. If you haven't seen this report from Morgan Stanley, you should most definitely get a copy, dated 2/14/00. Here's the comments on the cover page: Technology Telecom Equipment - Wireline The Optical Networking Report The Ultimate Internet Infrastructure Optical Networking, we believe, is the Ultimate Internet infrastructure. We expect investors to view this as a must own sector. The optical networking market is forecast to grow from under $4 billion in 1999 to $14 billion in 2003. Our top picks are Ciena, E-TEK Dynamics, JDS Uniphase, Lucent, and Sycamore Networks. This report discusses iihot topicsle in optical net-working, including the Metro DWDM market, new optical switching technologies, and intelligent optical networking. This report mentions over 80 public and private companies, including next generation equipment start-ups and smaller component manufacturers. They are indexed at the end of the report. WOW. If you haven't seen this report from Morgan Stanley, you should most definitely get a copy, dated 2/14/00. Here's the comments on the cover page: Technology Telecom Equipment - Wireline The Optical Networking Report The Ultimate Internet Infrastructure Optical Networking, we believe, is the Ultimate Internet infrastructure. We expect investors to view this as a must own sector. The optical networking market is forecast to grow from under $4 billion in 1999 to $14 billion in 2003. Our top picks are Ciena, E-TEK Dynamics, JDS Uniphase, Lucent, and Sycamore Networks. This report discusses hot topics in optical net-working, including the Metro DWDM market, new optical switching technologies, and intelligent optical networking. This report mentions over 80 public and private companies, including next generation equipment start-ups and smaller component manufacturers. They are indexed at the end of the report.

To: Joanne Fishman who wrote (129)	2/22/2000 2:03:00 PM
From: BDR	Read Replies (2) \| Respond to of 275

<<How about adding MFNX?>> From the SI profile: MFNX Market cap $17.75 billion MFNX is a facilities-based provider of technologically advanced, high-bandwidth, fiber optic communications infrastructure to carrier and corporate/ government customers. For the 9 months ended 9/99, revenues totalled $49.4M, up from $20.8M. Net loss totalled $44.3M, up from $1.1M. Revenues reflect the commencement of service and an increased number of customers. Higher loss reflects higher interest expense due to the issuance of senior notes. Will add at the end of today using the price at the close.