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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: freeus who wrote (19130)3/1/2000 3:10:00 PM
From: mtnlady  Read Replies (2) | Respond to of 54805
 
Freeus... from GLW own press release concerning "Will it decimate JDSU?" they stated JDSU had 80% of the market share and they thought they could move up the food chain to grab 20% of the market. Notice JDSU HAS 80% of the market and GLW hopes to get 20% (i.e. they are not there yet). When the next quarterly reports are released by everyone (i.e. JDSU, ETEK - now part of JDSU, SDLI and GLW) it will be interesting to see how market share plays out. This does not include fiber optic components currently being manufactured internally by LU, NT and others for their own internal consumption.