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To: The Ox who wrote (188)	4/12/2002 6:07:38 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 13403

JDSU: thanks for that article. <<The long-run winner on the passive component side of the industry will be the low-cost producer.>> Now that's a gloomy forecast: optical components going the way of memory chips and disc drives (and CPUs?). For now, I'm operating on the assumption that there are high margins in defensible markets, within the space JDSU sells into, when demand recovers. We shall see. Cary is right, future earnings are difficult to predict. So far, I've got 2% of my pile of betting chips, on a wager that Cary is wrong.

To: The Ox who wrote (188)	4/12/2002 7:04:26 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 13403

RE: "Few people wear ties at West Coast computing tradeshows, but true to the AT&T and Bell Labs roots of the North American telecommunications industry, coats and ties abound on the no-nonsense serious attendees found at both the OFC and SuperComm." I sold all my positions in AMAT, ASML, KLAC, NVLS, ALTR, XLNX, LLTC, MXIM. I know that none of these companies' engineering employees wear "coats and ties" and I only want to invest in companies with "no-nonsense serious" employees!<g> Aside from the obviously ridiculous quote, there was surprisingly little discussion of what might be termed technology.