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

To: reg who wrote (10749)	6/3/2000 11:26:00 AM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 24042

reg:Furukawa Electric owns 20% of JDSU. Has more optical patents than LU. From Barron's June 5 Telecommunications yearly roundtable: LOOK FOR THE SILVER LINING -- COVER STORY interactive.wsj.com "Our fifth annual International Telecommunications Forum finds plenty of hopeful signs in the gloom of the unremitting market selloff. interactive.wsj.com Q: What about the optical networking area you're so intrigued with? interactive.wsj.com Gabelli Gabelli: Optical electronics is transforming the way data and broadband transmissions are utilized. Furukawa Electric of Japan is known as a construction company but its global dominance in optical electronics is virtually unknown. It will supply the NTT system. It holds more patents than Lucent Technologies in that area. It's the original owner of JDS Uniphase. They own 20% of it now. That 20% stake is equal to the whole market value of Furukawa. Of course, about six weeks ago it was equal to 180% of the whole market value of Furukawa. That's volatility for you. We think there will be a carve-out of their optical electronics business. To the extent that optical electronics is going to be the next high-growth area of technology and transforms this industry, Furukawa is a prime beneficiary.