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JDS Uniphase Corporation Message Board

  • sunwyboy sunwyboy May 5, 2000 10:53 PM Flag

    JDSU's biggets worry is going to be

    Nortel. I think there is no company firing on all
    cylinders right now like NT except maybe SUNW. NT is
    kicking LU's ass big time and CSCO had better watch out.
    I am concerned that they will be able to hurt
    JDSU's growth rates. NT is a first class outfit that has
    a great pipeline of products and are greatly
    respected by their customer base which is huge! I think it
    would be a good thing for this board to do some DD with
    regards to NT's focus in this area of fiber and keep up
    with their progress and how it is affecting

    Thanks for the input and lets keep our efforts


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