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

To: OWN STOCK who wrote (1693)	6/20/2001 8:44:23 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3294

there is about a sixth month lead time to between ordering and receiving new equipment. and much longer when comes to undersea networks regards ZO

To: OWN STOCK who wrote (1693)	6/20/2001 9:04:20 PM
From: K. Bloomquist	Respond to of 3294

thanks - that helps. After I posted my question I saw todays' article in IBD quoting Nacchio as saying essentially the same thing as William's CEO regarding the bandwidth 'glut'. Nacchio actually had the nerve to blame the bandwidth price war on Level 3 (assuming he was quoted accurately - a stretch). I was interested in the Monday WSJ article blaming a good part of the decrease in bandwidth prices on the price war between Level 3 and Qwest. I had thought the price decreases were solely a function of overcapacity. Price wars never last, and Qwest is as hard up for increased revenue streams as everyone else, those prices will be going up exponentially as lit capacity is utilized. Maybe I am delusional, but I am optimistic about this sector for the first time in 8 months. It's now or never (again.) Still trying not to think about what was lost.

To: OWN STOCK who wrote (1693)	6/20/2001 9:06:53 PM
From: K. Bloomquist	Read Replies (1) \| Respond to of 3294

thanks - that helps. After I posted my question I saw todays' article in IBD quoting Nacchio as saying essentially the same thing as William's CEO regarding the bandwidth 'glut'. Nacchio actually had the nerve to blame the bandwidth price war on Level 3 (assuming he was quoted accurately - a stretch). I was interested in the Monday WSJ article blaming a good part of the decrease in bandwidth prices on the price war between Level 3 and Qwest. I had thought the price decreases were solely a function of overcapacity. Price wars never last, and Qwest is as hard up for increased revenue streams as everyone else, those prices will be going up exponentially as lit capacity is utilized. Maybe I am delusional, but I am optimistic about this sector for the first time in 8 months. It's now or never (again.) Still trying not to think about what was lost.