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To: mariner who wrote (31415)	9/11/2000 12:54:36 AM
From: DownSouth	Respond to of 54805

Excellent article, mariner. The discussion about all the dark fibre being laid in anticipation of growing bandwidth requirements in the future sure makes JDSU look good. As the service providers "light" that dark fibre, they will be implementing more and more systems built with JDSU components, won't they? And they will not be waiting for the cable to be laid before making those equipment purchases--it will already be in the ground. All of the articles discussing video (on-demand, teleconferencing, etc.) lead me to believe that a bandwidth glut in the next decade (2001-2010) is similar to the CPU capacity glut oft predicted for this decade. The fact is, the demand for CPU cycles grew with the availability of those cycles. Video apps will push CPU and bandwidth demands.

To: mariner who wrote (31415)	9/12/2000 1:50:20 AM
From: BDR	Respond to of 54805

An interesting statistic about JDSU that is interesting to ponder, assuming it is true: Nevertheless, this summer also witnessed the greatest one day surge ever of Dollar Trading Volume in a single issue. We have reported in the past how issues like Microsoft were occasionally capable of trading 40%-45% of all the GDP generated in a single day and we were amazed to see Yahoo! trade 85% of GDP on December 6, 1999. However, on July 26, 2000, JDS Uniphase smashed even that record, trading about $27.25 billion, equivalent to all the money spent on goods and services in the U.S. economy for that same day. The rest of the article is Chicken Little stuff that will make you want to sell everything if you are in the mood. cross-currents.net