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Gold/Mining/Energy : JDS Fitel -- Ignore unavailable to you. Want to Upgrade?


To: Glenn McDougall who wrote (412)11/18/1998 11:15:00 PM
From: mariner  Read Replies (1) | Respond to of 815
 
Glenn
We all get lucky occasionally. I've seen your posts on the NN thread. I'm long there also since the purge. I'm interested to know a little more about Cambrian. Are they similar to JDS in that they're primarily a component manufacturer or are we talking complete systems more like Ciena? (By the way I'm no tech guru so this could be a little offbase). I'm curious as to how much competition this means for JDS. To this point, I've never really been able to get a firm handle on who the competition really is. Your thoughts?