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Technology Stocks : JDS Uniphase (JDSU)
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To: pat mudge who wrote (13201)10/23/2000 3:46:36 PM
From: t2  Read Replies (1) of 24042
 
Pat, The market does not like the capacity contraint story from Corning that much at the present. They already raised the earnings guidance for the Dec quarter. Difficult to understand why it is down but I think the 25% growth for next year--at full capacity is conservative, IMHO--and that is why it may not have gone up today. They like to preannounce positive earnings each quarter---I think they know the wall street game very well and that should help down the road. Why raise the bar right now? Blow out earnings next time or increase projections for 2001 at the next report is the way to go.

I guess the market is digesting the story today--they will figure it out soon and Corning should start moving up (it appears to be happening right now).

Here are few thoughts that I am sure are logical:

I would think that JDSU looks pretty good at this point. If by chance GLW is limited in capacity, maybe JDSU has been more successful at increasing capacity. Could it be that JDSU will become the main supplier to all networkers---I am starting to think so (along with SDLI). I feel JDSU will rocket to the earnings and that is why I am now loading up on it.

I think things turn around with the NT earnings tomorrow. Lucent should be behind us by then. Then we Cisco to look forward to early next month. The good companies are going to be reporting soon.
Any positive Cisco as a customer for JDSU news should CSCO stock move up after JDSU's earnings.

Interested in input from others.
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