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


To: zbyslaw owczarczyk who wrote (17297)1/26/2001 6:17:57 PM
From: t2  Respond to of 24042
 
Z, Is there some overlap betweeen what PMCS and other companies VTSS, AMCC.

They do have the same customers.

BTW--Is there any site that explains the difference between what CSCO (and PMCS) and how much that differs from Ciena/NT (AMCC, VTSS).

Just trying to piece it together. It is easy to link the difference companies by earnings and forecasts (ie AMCC vs PMCS) but I am curious about getting a complete picture. It is obvious that optical is the future but I want to get an idea how the pieces of the puzzle fit.

I spend more time watching the market than looking into the what the technologies are all about and want a little better understanding.