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

To: pat mudge who wrote (13857)	11/2/2000 3:09:34 AM
From: tekboy	Respond to of 24042

thought you'd like it...doin' some ghostwriting recently? :0) tekboy@nowcanourstocksgoup?.com

To: pat mudge who wrote (13857)	11/2/2000 7:23:29 AM
From: zbyslaw owczarczyk	Respond to of 24042

Pat, re:capex this is exactly what ALA said on conf.call optical and broadband access technology will dominate capex. Zbyslaw P.S. I hope conf. is going well The blanket statement that "capital spending by telecom carriers" will grow by X% masks a huge range of growth rates among different types of equipment. Next year, for example, spending on voice-related equipment will probably decline dramatically at the same time that spending on optical gear continues to increase in a big way. Industry gurus Ryan Hankin Kent, for example, estimate that the global optical transport market will grow 36% in 2001, which is a lot faster than the 21% increase they see for the entire market. Pat

To: pat mudge who wrote (13857)	11/2/2000 1:03:15 PM
From: Dennis J Baltz	Read Replies (4) \| Respond to of 24042

Hi Pat You once said you were invested in SDLI instead of JDSU because of the 15% bump you would get when the merger is approved. Is this still your position? Also, what do you think will happen to JDSU and SDLI if the merger doesn't go through? How much do you think JDSU and SDLI will drop? Dennis Baltz