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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 181.84+0.9%Jan 8 3:59 PM EST
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To: Jon Koplik who wrote (60544)1/7/2000 7:24:00 AM
From: Keith Feral  Read Replies (2) of 152472
 
Jon: Did you catch the CNBC interview with the LU CEO. He did a good job of explaining that LU's problems were related to their component shortages in optical networking. He said that LU and JDSU are trying to ramp capacity to keep up with the component shortage in that sector. He made a brief comment at the end that growth in optical, data networking, and wireless are all very strong. I was impressed by his candor in making the point that LU's problems were not an industry problem that is being shared by other companies.
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