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

To: Kent Rattey who wrote (2293)	8/23/2001 3:04:50 AM
From: marginnayan	Read Replies (1) \| Respond to of 3294

. If 10 gig takes off, the core has to move to 40 gig ASAP. If the core migrates to 40 gig, all the existing "dark" fiber will be converted to meteor protection for the earth. 10 GIG in metro is still 3 (worst case 9) months away. Currently RBOCS and next-generations metro service providers are just asking if the vendor is going to have 10 GIG line card support in the box, but they are not demanding it right now. Even the 10 GIG standard is still in drafting mode. I loaded up the truck on this stock on the advice of a friend. 900 shares of the "Mighty Q" for nearly 8,000 shares of JDSU If possible, could you list reasons or be more specific as to why he likes this stock that even got you interested more than "mighty Q". OR Is it simply a call based on valuation?