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To: steve mamus who wrote (5208)	3/17/2000 5:22:00 PM
From: Jill	Read Replies (1) \| Respond to of 8096

Dok, shall I bet you a cyber martini? :-) Jill Remember taxman's post from briefing.com of yesterday: the entire fiberoptic sector cannot keep up with demand and is probably undervalued.

To: steve mamus who wrote (5208)	3/17/2000 8:47:00 PM
From: edamo	Read Replies (1) \| Respond to of 8096

dok...jdsu/glw....overextension... jdsu stock price perhaps over extended, but the share price of this or any stock is a perception of investors of future value....nothing to do with real world... take a look at both balance sheets...one obvious thing jumps out....glw has a total debt to equity ratio of .76 (seventy six cents of debt for every dollar of assets, low for general motors, but high for the sector you place it in)whereas jdsu for all intents and purposes is zero..........(other equipment makers sdli=0, etek=.1)...lower debt ratio most times equates to a lower cost producer, hence more competitive in the market which equals faster growth.... comments are made viewing glw as the fledgling equipment producer, not the optical glass fiber unfinished goods maker.... also consider that jdsu/etek/sdli products are sold to a systems installer or end user. glw product is in a raw state, selling to a fabricator who in turn sells to the system installer or end user....really can't compare the companies and valuations!