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

To: T L Comiskey who wrote (12968)	10/10/2000 8:49:12 PM
From: t2	Read Replies (2) \| Respond to of 24042

Lucent preannouncement is good for JDSU. Microelectonics unit was the only good part of the business--this is their fibre optics component business. Indicates strong demand at the component level. I bet NT was one of the biggest customers of that Lucent unit.<g> See quote below from this post on the Lucent thread. Read the entire story in the post below---it is a must read, IMHO siliconinvestor.com msgid=14551921 The good news from the companies facing continued strong demand and solid fundamentals should start to roll in. With the optical components market and the optical fiber market both running at capacity constraints, we expect strong reports out of JDSU, GLW and SDL. Our sentiment is underscored by the announced quarterly performance of Lucent semiconductor and optical components business. According to the Lucent call, this unit experienced roughly 50% year over year revenue growth. Although sales are split roughly one quarter optics and three quarters semiconductors, semiconductor sales growth is less than 50% , suggesting optical component demand in 3Q was indeed robust.