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Strategies & Market Trends : The Thread
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To: stan s. who wrote (20010)10/26/2000 2:41:27 PM
From: Mike E.  Read Replies (1) of 49816
 
Maybe JDSU will run into earnings? This whole fiber optic sell off is on LU (whose management is brain dead) and NT (whose only crime was not warning growth would only be 42% y over y!!!) missed some expectations.

Now everyone assumes that the whole fiber sector is slowing. And it may be. But it also may be that some of these hundreds of new nimble start ups are taking some market share from the bigger, clumbering giants and the industry isn't slowing at all.

All speculation from the eternal optimist!

Mike
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