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


To: blake_paterson who wrote (16043)1/7/2001 7:13:47 PM
From: t2  Read Replies (1) | Respond to of 24042
 
I believe GLW's is big in optical fiber. That is why it is hard to compare it to JDSU.
JDSU is just components and I don't believe that part of GLW's business is anywhere close to 75%.
Remember that components business for them grew at 100% doubled while they grew 70% overall for the year.

Corning is trying to make inroads into components and that is why they bought Pirelli's component business recently.

The most important comments will come from JDSU this week and I expect them to be very bullish.