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To: KevRupert who wrote (104)6/3/2000 1:45:00 AM
From: Jack Hartmann  Read Replies (1) | Respond to of 509
 
Ad, excellent notes. EMS as a customer show superior technology perhaps. I watched SDLI grow from one to several. Have to watch this for and entry point Monday. Only optical that hasn't ran up 25% yet.
Jack



To: KevRupert who wrote (104)6/3/2000 8:16:00 AM
From: James Hutton  Read Replies (1) | Respond to of 509
 
I listened to conference call and also thought it was positive. One area of potential concern: will the purchase of Newbridge by Alcatel affect Newbridge revenues. Could this be the reason Newbridge revs were flat?