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Technology Stocks : JDS Uniphase (JDSU)
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To: FESHBACH_DISCIPLE who wrote (14009)11/6/2000 7:02:49 PM
From: t2  Read Replies (1) of 24042
 
FD, I think Chambers stated that they had higher inventories to to long lead times in optical. This is consistent what JDS Uniphase had been saying. Even after NT blew up, JDSU was adamant that they have long lead times and are capacity contrained.

Chambers made it clear that he will carry higher inventories until things get better in optical. Seems logical to me.

(I have to listen the cc again to make
sure he was talking only about optical but that is what I believe he said)
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