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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (4079)	12/15/2000 10:22:27 PM
From: Michael Young	Read Replies (1) of 57684

<<At the Montgomery conference, it was very clear that both jdsu and sdli felt that there was no bogey man in sight: either an increased capacity or demand bogey man. Management actually laughed about it when asked. >> They are component suppliers. So of course they will keep thinking that things are great - until the roof caves in. All of a sudden orders from customers will just dry up. Look at the history of the hard drive component manufacturers for a great example. MIKE

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