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

To: Jack Hartmann who wrote (11744)	7/24/2000 8:47:12 AM
From: BI*RI	Respond to of 24042

"I thought demand was strong that NT had to buy from JDSU." Right. They (JDSU) are capacity restrained right now. I doubt NT could get all they wanted out of their unit and whatever GLW can supply. Or whether they even manufacture the full range oft products that NT needs. In any event, JDSU could probably fill in that 16% demand quite quickly. Marc

To: Jack Hartmann who wrote (11744)	7/24/2000 8:52:47 AM
From: arthur111	Read Replies (1) \| Respond to of 24042

deleted

To: Jack Hartmann who wrote (11744)	7/24/2000 8:53:59 AM
From: Wyätt Gwyön	Respond to of 24042

I thought demand was strong that NT had to buy from JDSU. Not so strong as to stop Cramer from saying dumb things. Concerns in the industry are likely to be in the opposite direction--i.e., LU et al. will not be happy if such a transaction allows NT to hog Corning product.