JDS Uniphase (JDSU)

[riverhigh22]

Yes. Bookham is considered the #2 world player followed closely by the newly formed Avanex. Jds is a giant when compared to their competitors. It will be interesting to see what happens when Bookham's guaranteed Nortel contract comes to an end (June 2004). As Jds is lowering their breakeven from 200 million to 170 million by June 2004 I don't think they are making any assumptions they will get the business. I think they are following the stategy "Hope for the best, plan for the worst". As Martha Stewart would say "That is a good thing".