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To: Voltaire who wrote (26626)7/25/2000 11:28:55 PM
From: bonnuss_in_austin  Read Replies (2) | Respond to of 35685
 
Volt! Well, for reasons I've outlined...

...not sure I believe in JDSU long-term. I think the fundamentals changed DRASTICALLY with the SDLI dealie.

Gotta swallow that huge acq, I'll say once again, while competition can move in QUICKLY in these evolving tech markets.

I realize this is heresy to post this here, especially, but these markets change so fast. Upstart "never-heard-of" competitors ... you know.

b-i-a
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