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

To: cfoe who wrote (7517)	3/12/2000 12:06:00 AM
From: SJS	Read Replies (1) \| Respond to of 24042

CSFB on Optical Conference. A summation: _______________ Telecom Equip-Wireline Update Highlights From the Optical Fiber Communications Conference ú Tone of the show extremely upbeat reflecting the robust industry demand fundamentals for optical networking gear; View large OEMs such as LU, CIEN, ALA and others as beneficiaries; ~ Reiterate STRONG BUY on NT. ~ Reiterate BUY ratings on component companies JDSU, SDLI, and ETEK. ú Conference highlighted high level of innovation in optical component technology; Optical switches and cross connects, tunable filters, and opto-electronic integrated circuits (OEICs) will play crucial roles in future optical networking systems. ú High level of innovation combined with growth in broadband communication services suggests we are in the early stages in the growth of the optical networking mkt; Industry constraints continue to be component related; Scaling manufacturing and achieving higher levels of integration are key industry priorities.