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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (418)	2/27/2001 8:50:01 AM
From: Apollo	Read Replies (1) \| Respond to of 3294

Interview with Kevin Landis, 2 parts, on what he likes for his First Technology fund..... snippet, "JDS Uniphase (JDSU:Nasdaq - news) and Juniper (JNPR:Nasdaq - news). Landis: JDSU we don't own; Juniper we own in the Technology Innovators Fund. JDSU is the early leader in photonics components. If there's a thing to worry about there, it's the way that those components get manufactured is going to radically change over the next five years. They need to lead that change, otherwise they can still get left behind. In other words, it's really early there, in that industry's evolution. " thestreet.com So what's the likelihood JDSU won't keep up with changes in optoelectronic manufacturing? Apollo