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Technology Stocks : ADI: The SHARCs are circling! -- Ignore unavailable to you. Want to Upgrade?


To: Junkyardawg who wrote (2231)10/3/2000 7:55:04 AM
From: Bosco  Read Replies (1) | Respond to of 2882
 
Hi dawg - not sure, if I guess right about what you are trying to get at. Optical component thus far is an incestuous market. Even competitors bought from one another, mostly from the big boys like NT, JDSU and GLW.

One of the reasons CSCO moving into NH, MA area, as a wild guess, is b/c the traditional strength of optical expertise in this area. Also, it, with NT and GLW, are trying to accomodate as many LU refugees as possible.

best, Bosco