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To: steve mamus who wrote (3852)	2/29/2000 1:17:00 PM
From: Geof Hollingsworth	Read Replies (1) \| Respond to of 8096

Hi Steve, I don't think we have much to quibble about-as you say, they are both great companies. JDSU does have a higher P/E, but they also have higher gross and operating margins which help to justify/explain the difference, plus the advantage of being a pure play. I don't think it is reasonable to expect GLW to get photonics multiples when Since you are writing this down, I want it recorded that I am no longer an Avanex fan (not at $225/share, anyway). I expect there will be some interesting IPOs of similar companies later in the year.