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Technology Stocks : JDS Uniphase (JDSU)

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To: t2 who wrote (8507)4/7/2000 7:34:00 PM
From: hospitalman  Read Replies (1) of 24042
 
t2
You make very good points about how "capacity constraint" might be interpreted. Intel holders will recall about 6 months ago when they got hammered because intel's so called inability to meet demand for new chips was caused by failures in their manufacturing process. Turned out to be a garbage rumor but when you say you can't meet demand you better prove beyond a doubt that it's not because of internal problems.
Ken
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