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Technology Stocks : JDS Uniphase (JDSU)

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To: Bulldozer who wrote (1614)11/3/1999 8:14:00 AM
From: Lynn  Read Replies (1) of 24042
 
Good morning, BD.

I like what I see in JDSU, have a buy order in for some shares, but I always watch companies where a large percentage of their business is from another company like a hawk. Right now, 17% of JDSU's sales are to NT:

"Nortel, which buys components from JDS that go into its network gear, now represents 17 percent
of JDS sales, up from 10 percent last year."

This is taken from a news item from Monday that is glowing in everything it says about both NT and JDSU:

biz.yahoo.com

17%, however, is one huge chunk of business for any one customer.

Lynn

'
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