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

To: Stocker who wrote (16280)	1/10/2001 2:51:24 PM
From: pat mudge	Read Replies (1) \| Respond to of 24042

Stocker -- Correct me if I'm wrong, but isn't CSCO a leader in networking for enterprise and ISPs? To my knowledge they have very little exposure to the carrier market and therefore would be expected to be hurt when ILECs eat CLECs lunch. I admit that's not the way the FCC intended it, but it appears to be the case. NT is now the industry leader in carrier networking and JDSU/SDLI is the leader in the optical networking component space. Pat

To: Stocker who wrote (16280)	1/10/2001 3:21:57 PM
From: SJS	Respond to of 24042

Stocker, JJC needs to check his facts, me thinks. Or else he as it "in for" PMCS. In fact, here is a more realistic casualty if CSCO has problems. _____________ 13:17 ET Broadcom (BRCM) 99 15/16 +2 13/16 (+3%0: -- Update -- Cisco (CSCO) comments have dragged shares of IC chip maker Broadcom off highs of the day, as Cisco is one of company's largest customers. For the 9-months ended Sept 30, sales to Cisco accounted for 14.8% of BRCM revenues. Motorola (MOT), which is due to report after the close, accounted for 23.9% of revenues.