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

To: Boplicity who wrote (9980)	5/2/2000 10:28:00 PM
From: SJS	Read Replies (1) \| Respond to of 24042

It is and it isn't. There's more sizzle than steak here. The 10Gb spec isn't finished, and there is revenue way downstream. They are new to this category and while I think that they are fierce competitors, I gotta believe that PMCS and AMCC and TXCC will not be standing still either. The data from SSB corroborates the analysis I posted from CSFB (on SDLI thread). I like BRCM's move, but the jury's saying only that there a just another new competitor trying to muscle into an emerging market. Steve