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

To: pat mudge who wrote (974)	4/1/2001 11:21:01 AM
From: gbh	Read Replies (1) \| Respond to of 3294

Looking out a year or so these prices will seem like peanuts. Pat, wish I could buy into that right here. But, just because the build out is in its infancy, doesn't mean it will proceed with the speed of the 96-00 timeframe. That's the real issue; what is the real growth rate going forward? That along with Mike's very salient point. How can the equipment providers be such a great investment if the guys they are selling equipment to aren't? When INTC was hitting its stride, DELL/GTW/CPQ were all great picks. Until the remaining carriers can really prove they can coin money with DWDM based services, its hard to see anyone in the food chain providing above-average returns, imo.