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Technology Stocks : JDS Uniphase (JDSU)
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To: RetiredNow who wrote (12833)10/2/2000 4:03:10 PM
From: Gerald Walls  Read Replies (2) of 24042
 
There's no way Cisco will warn. Didn't you see that article that backlog increased to $4B from $1B a year ago? If that is not a sign of insatiable demand, I don't know what is.

And who thought capacity-constrained Intel would warn until Kumar got the inside numbers somewhere? I'm not saying Cisco will warn. If I thought they would I wouldn't be as long them as I am. I'm just saying that if never-miss Cisco warned the way things are now then you'd see market puking the likes of which has rarely been seen before.
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