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To: Techplayer who wrote (14610)5/1/2000 6:49:00 PM
From: Mr.Fun  Respond to of 21876
 
That is the oldest line in the book. The MS analyst is not a semiconductor analyst or there is no way they would buy that. In the mid-90's all the chip players were touting their ability to move up-stream into the more profitable sub-systems level. Proved to be a fantasy. JDSU has no differentiable skill in creating "modules" from my observation. So... count me as a skeptic.