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Technology Stocks : JDS Uniphase (JDSU)
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To: jim shiau who wrote (12453)8/30/2000 2:45:29 PM
From: pat mudge  Read Replies (3) of 24042
 
Weakness in stock apparently caused by rumor that Lucent (LU) is ordering fewer components from JDSU. However, several firms already out if defense of stock, saying they would be buyers of weakness.

If LU's buying fewer components it's a black mark for them, not JDSU. Every conference call I've listened to this quarter has indicated there's more demand than supply. If LU doesn't need the components, it means they're not selling into the end market. And we know NT is.

Pat
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