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

To: SJS who wrote (15611)	12/29/2000 10:36:25 AM
From: sam	Respond to of 24042

With all due respect, none of the mentioned entities (that I can tell) are 'fiber optic' related. That said, perhaps there will be a fiber optic buildout slowdown. But, thus far, there has been nothing to suggest such a slowdown other than hints from NT's last conference call about inventory problems that were completely denied by management as well as evidence of slowdown in other (related, though different) areas. So far, it still appears that some "infrastructure" areas will slow. No argument here. But in fiber optics? An article posted yesterday well describes the environment as I see it. Of course, I could be dead wrong, and am not betting the house on this...but I am betting nevertheless. ...the biggest change in 2001 won't be on how much carriers spend, but on where they spend it. Accelerating a trend that took full bloom last year, phone companies plan to buy more equipment for optical networks best suited for data and Internet traffic." But how can carriers pay for buildout in this environment? "In light of their troubles, long-distance carriers probably would like to reduce spending, but they can ill afford to fall behind technologically or neglect nascent markets. Corporate customers are ravenous for speedier and more sophisticated network services and are willing to pay big bucks to those that can provide it." Its not evidence. But it is suggestive of where I'm coming from. And that's a place where an FFIV warning is completely irrelevant to JDSU's outlook. FWIW (http://www2.marketwatch.com/news/story.asp?symb=CORV&sid=184764&source=htx/http2_mw&guid=%7BCB6DB134%2D9B4A%2D4FF1%2D8C8A%2DF831C941A79E%7D)