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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	4/20/2001 6:38:33 PM
From: besttrader	Read Replies (1) of 37746

No wonder fiber optics companies rocketed --> Jim Liang (Added 4/20/2001 6:35:29 PM) Article: Jim Liang, WR Hambrecht Issued a not on JDSU and the communications components sector today. Thinks that the sector is at the worst point in terms of speed of decline in earnings for this sector. He believes that the sector's fundamentals will get better this quarter and that forward looking numbers will be moving up. Says that NT confirmed Liang's view that we are within a quarter of their inventory correction. JDSU, who supplies NT will be a direct benefactor from this Top Three Picks: JDSU VTSS - says it is very well positioned in the optical networking chips for high speed optical networks, which he expects to arrive in 2002. MRVL - says that it has garnered 75% of the design wings in the ethernet markets

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