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Technology Stocks : JDS Uniphase (JDSU)
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To: t2 who wrote (12524)9/7/2000 5:10:27 PM
From: pat mudge  Read Replies (1) of 24042
 
My theory is that analysts were considering the effect of LU's softness on companies like SDL and some, specifically Jim Jungjohann, published in-house cautionary comments.

I also suspect their cautions got the desired result and when the Nas rebounded, they began to add.

Interesting since LU is not among SDL's 10% customers and certainly ranks behind Alcatel, Tyco, Nortel and Siemens. In fact, didn't LU sell its undersea business to Tyco a couple years ago? My history's a little rusty, but I think that may be right.

Pat
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