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

To: j t jackson who wrote (865)	3/27/2001 6:06:53 AM
From: pat mudge	Respond to of 3294

I apologize for being so slow in getting reports to those who asked. I’m now painting my kitchen (including a couple 15’ high areas) and the mess is beyond description. Send food. . . can't find my refrigerator. . . :)) Some encouragement for those wondering about the optical transport market over the next few years, from RHK’s presentation: 2004 OT market forecast: $75 billion terrestrial $36 billion undersea CAGR 28% (’00- ’04) The person giving the presentation said their numbers were based on over 40 carrier interviews and that they hadn't changed their predictions for the forecast period. I've also contacted both keynote speakers and asked for copies of their talks. Bob Lucky said he'd get his right out. When it comes I'll let you know. Pat