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

To: ralessipvh who wrote (8508)	4/7/2000 5:26:00 PM
From: BI*RI	Read Replies (1) \| Respond to of 24042

RE: On/24 Sound Bite: I just listened, and it's basically a lot of info pulled from the prospectus for the IPO. Essentially, the hook is that Bookham will make components out of chips with "non-proprietary circuits" as opposed to the "lasers, mirrors, amplifiers, etc. components that JDSU has to meld into a component. Investors in Bookham are reported to be INTC, CSCO, and SFA. 275 million expected to raised via IPO; They currently have 5 million in revenue and "While Bookham counts LU, NT as customers, it has a long road ahead of it in terms of ramping up manufacturing capacity, sales force, etc. in order to take on JDSU".