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To: Chartgod who wrote (28771)	10/14/2000 2:01:50 PM
From: Johnny Canuck	Respond to of 67821

>>That imbalance. GLW had sold their capacity 3 quarters out. NT has sold their components 4 quarters out. JDSU needs to add 4 times their current manufacturing capacity every 18 months to keep the current revenue growth and as of the last conference call they see not decrease in demand. We are starting to see the beginning on the commoditization of optical components though. It is time to focus further up the food chain on optical systems and bandwidth management companies like SCMR, ONIS, CIEN, CORV and Tellium. Optical manufacturing companies like VECO, NEWP and ASYS are still worth a look.