JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: t2 who wrote (12975)	10/10/2000 10:49:09 PM
From: Warren Gates	Read Replies (2) of 24042

LU's problems are caused by 3 companies: 1. NT - is going in for the kill by systematically lowering the system prices and moving the market to better faster systems at lower prices than LU can offer. Having the scale as well as good control of key components allow them to do this. 2. JDSU - components are hot so JDSU can dictate its price. LU has no choice but to pay top dollar. They can't pass these costs because NT controls the market, hence their margins are hurt. 3. T - Ma Bell just didn't allow LU to grow. New carriers like Qwest were dictating where the industry was headed, yet LU kept on satisfying her mother's need. Remember what they did to Ciena? A few years ago, when 3Com was still on par with Cisco, there was a huge selloff in networking stocks when 3Com missed its numbers. The Cisco report that followed was all the market needed. For every Cisco there is a 3Com, for every Microsoft there is a Borland and for every Nortel there is a Lucent. If Lucent falls to the teens, and spins off its Microelectronics Unit, LU would be cheap enough to be bought by Nortel as when they bought Bay. How the mighty have fallen.

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