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Technology Stocks : JDS Uniphase (JDSU)
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To: zbyslaw owczarczyk who wrote (15438)12/26/2000 11:30:42 AM
From: rob I  Read Replies (2) of 24042
 
When DB Alex Brown talks about channel checks, does that mean that they call up the Nortels and Lucents of the world and ask how long it's taking them to receive shipments of certain passive components from JDS? If the answer is "Not as long as it used to take to get them.". Then is Alex Brown assuming that because JDS is able to get them the parts in a shorter amount of time then there must be decreased purchasing from all other JDS customers?

What about the flip side...maybe JDS has ramped up production and manufacturing efficiency to meet the backlog
that has existed for quite some time. Has any analyst actually spoken to JDS and found out that they are experiencing decreased demand for their entire line of products, or have they spoken to JDS customers and found out that they are decreasing purchases of JDS components?
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