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Technology Stocks : JDS Uniphase (JDSU)

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To: t2 who wrote (4507)1/16/2000 12:13:00 PM
From: Glenn McDougall  Read Replies (1) of 24042
 
To all...in my opinion a raise in fed fund rates has far less effect on the new age economy companies (i.e. JDSU) and a much stronger effect on older traditional smoke-stack style industries like autos, transportation and others. Thus if AG decides to make a move, the deleterious effect will have a limited impact on JDSU short term. We must also remember that currently JDSU is in a position where they are supplying a industry that is capacity and supply constrained.

Regards
Glenn
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