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

To: gbh who wrote (950)	3/31/2001 1:32:28 AM
From: Red Dragon	Read Replies (2) \| Respond to of 3294

I would have to agree with your assessment (unfortunately, since I'm long several fiber optic stocks). Pat mentions that "those carriers with access to capital will continue to spend," but the whole point of the Suria interview is that capital will be much harder to come by for most, if not all the telcos, when compared to the easy cash available in '96-'00. The glimmer of hope we all cling to is what capex spending does occur will be probably be preferentially devoted to "cutting edge" technology that leads to increased efficiency and quick returns on investment. If so, companies like Ciena (exclusively in DWDM space), JDSU (no exposure to legacy SONET) and Juniper (almost exclusively in high end router space) should do better than the Nortels, Lucents, etc.