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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (286)	5/2/1999 4:37:00 PM
From: quidditch	Respond to of 24042

Hey, Pat: Thanks for the post. I stand corrected. I'm curious to know which components SDLI sells to JDS, whose passive components would have been, I thought, almost irreducible to subs. Guess not. Did the JDS-UNPH F/S indicate that they were pro forma for past or periods or was just the current quarter shown on a pro forma basis? What modifications do the set-top box makers or CATV service providers have to make to accommodate fiber? What's your view of SDLI vs. JDS-UNPH? I have owned each of JDS and UNPH since last summer (sold the UNPH in the September market melt but had to buy it back once the market began to recover). I wouldn't mind owning more, but I am a little chary of the valuations here. If we get a pull-back, I'll look at SDLI. What do they do besides the pump lasers. Good to talk to you. Regards. Liacos_samui