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

To: Elroy who wrote (17206)	1/26/2001 9:50:48 AM
From: pat mudge	Read Replies (1) \| Respond to of 24042

Of that 40%, what do you think the split is between CLEC and the larger RBOC/IXC carriers? Do they list their 10% customers? If so, how many are ILECs vs. CLECs? Pat

To: Elroy who wrote (17206)	1/26/2001 9:57:56 AM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 24042

CORRECTED: Elroy, CSCO has only 2% of Carrier market as I remember it. ( I have lost the link ). I am certain ZO can post a link to that later. Even that little CSCO Carrier space I am afraid will be slowly taken over even more by the likes of ALA and NT. The problem with CSCO is that they buy their R & D and have no strong in- house R & D. The way telcos is moving into optical, I am afraid the next CSCO may well be JDSU in 3 years. My call on CSCO: Message 14739086 "At $50/ share CRSCO is still grossly overpriced. I am looking at $35/share by the time it is all over. " CSCO today 36.25...Pretty close ha? TA