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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Bruce Brown who wrote (38073)1/17/2001 8:08:04 AM
From: Judith Williams  Read Replies (1) | Respond to of 54805
 
Bruce--

Alcatel is building the new submarine network to connect Asia. JDSU should benefit along with Juniper since Alcatel is a 10% customer and growing and at present only SDLI and JDSU are qualified to sell critical products into this market.

Scott Kriens is a piece of work. He shoots straight and his targets are deadly.

--Judith