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Technology Stocks : JDS Uniphase (JDSU)

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To: Kent Rattey who started this subject12/29/2000 10:44:27 PM
From: Tunica Albuginea  Read Replies (3) of 24042
 
“Downturn? What downturn?”

The Semiconductor Industry Association stands by its estimate that chip
sales will end the year up 31%, at $195 billion. It projects 60% total growth
in chip sales over the next three years.
Industry executives line up behind these
numbers and say,
“Downturn? What downturn?”


e-insite.net

Chips for networking are driven by Internet usage, he explains, and the
telecomm opportunities are virtually “limitless.”


Tom Kurlak’s personal measuring stick comes straight from the top.
“Gordon Moore [Intel’s chairman emeritus] once told me that the
semiconductor businesses should grow between two to three times faster than
the gross domestic product, so if it grows next year at 3% to 4% it’s still
healthy.”
Kurlak also cautions about making year-to-year comparisons against
depressed numbers. “There’s also a lot of misinformation,” he believes.
“Unchecked commentary from the rumor mill is this industry’s worst enemy,”
he says.
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