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Strategies & Market Trends : The New Economy and its Winners

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To: Tom Kearney who wrote (6606)	4/24/2001 1:00:06 PM
From: 16yearcycle	Read Replies (1) of 57684

I don't know other than they missed some top line estimates by 5%. I added a little too, and it wasn't on my list to add to on a dip since I have plenty. It didn't drop much yesterday either, while some of our others really got nailed hard. Jdsu is really a drag. But I think that their results are more a reaffirmation that metro core is ok, and the rest of the optical market is in bad shape. Jdsu is just exposed more and will be fine over the long run, and I do mean years. I added some. The below group is the best representative of what I have, but I am pretty enamored with onis, fnsr, and sons, too. siliconinvestor.com

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