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

To: pat mudge who wrote (1389)	5/2/2001 7:20:01 AM
From: gbh	Read Replies (1) \| Respond to of 3294

As for a glut of bandwidth. Don't believe it. I'm getting 7200 kpbs* connections* WOW, 7.2Mb/s. Cool. <ggg> Come on Pat. Anecdotal evidence about one crappy phone line in one hotel is hardly something to hang ones hat on. I was in Austin a few weeks ago. Stayed at the Hilton. Cable modem in every room. Just $10/day for usage. Cheapskate that I am, I dialed-in, even on the company's dime <g>.

To: pat mudge who wrote (1389)	5/2/2001 11:15:46 AM
From: BDR	Read Replies (2) \| Respond to of 3294

<<As for a glut of bandwidth. Don't believe it.>> Warning: PR announcement disguised as news. (Who is Insight Research?) What Bandwidth Glut? Global Fiber Optic Demand Will Remain Strong, Says INSIGHT RESEARCH May 2, 2001 PARSIPPANY, N.J.--(BUSINESS WIRE)--May 1, 2001 via NewsEdge Corporation - Internet bandwidth demand, which continues growing at over 100 percent per year, will eventually force carriers back into the arms of their fiber optic equipment suppliers and drive the worldwide fiber optic equipment market from just under $30 billion this year to over $70 billion by 2006, says a new report by INSIGHT RESEARCH. According to INSIGHT's report, "DWDM, SONET, and Photonics: The Emerging All-Optical Network 2001-2006", low-cost dense wavelength division multiplexing (DWDM) systems are essential purchases for carriers trying to migrate their customers in metropolitan areas from voice-centric to converged networks. Metropolitan and access networks around the world are straining to keep up with bandwidth demand, so carriers will be turning to DWDM equipment. "Doom and gloom may pervade North American carrier-supplier discourse, but we are just not buying it," says INSIGHT president Robert Rosenberg. "The sheer number of people in Europe and Asia living in urban environments where there is, as yet, no local fiber networks will drive fiber optic growth for years. And as for a North American bandwidth glut, if there is one, it's a transitory phenomenon. The real problem facing carriers is not an oversupply of capacity but their inability to figure out a way to charge customers for anything other than voice traffic," Rosenberg says. "DWDM, SONET, and Photonics: The Emerging All-Optical Network 2001-2006" forecasts bandwidth demand for North American and Rest of World (ROW) homes and business as well as the worldwide fiber deployment by region and type of network. Worldwide SONET/SDH and DWDM equipment unit sales and terminal prices are also forecasted by metro versus long haul applications. Worldwide forecasts of subsystem revenue for transmitters, receivers, passive components and amplifiers are also provided. A free report excerpt, table of contents, and ordering information is online at insight-corp.com. This 201-page report is available immediately for $4,195 (hard copy). Adobe Acrobat (PDF) report licenses are also available; visit the Web page above or call 973/605-1400 for details. CONTACT: THE INSIGHT RESEARCH CORPORATION \| Tara D. Lazar, 973/605-1400 \| 973/605-1440 (fax) \| tara@insight-corp.com

To: pat mudge who wrote (1389)	5/2/2001 7:58:29 PM
From: hlpinout	Respond to of 3294

A very good interview IMHO. -- JDSU CFO: Reaffirms Guidance, May Have $40B Goodwill Write Down Wednesday May 2, 7:09 pm Eastern Time Brought to you by ON24 biz.yahoo.com