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

To: FR1 who wrote (793)	3/17/2001 8:59:00 PM
From: sirdar	Read Replies (2) \| Respond to of 3294

pat and friends, what a strange trip its been.. now is now and from now is from where we must make decisions. s

To: FR1 who wrote (793)	3/22/2001 8:11:59 PM
From: pat mudge	Respond to of 3294

What do you think of INTC and CSCO entering the optical market? Do you think they will take any meaningful market share away from JDSU? It's not an easy space to break into, so I suspect they'll not compete in those areas with high barriers to entry. It's my decidedly biased opinion that no one can touch the leaders in the high-margin areas. There JDSU, ALAO, and GLW are the leaders. I don't know where Agere stands, though I'm sure they have some good talent still in place. Pat