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Technology Stocks : JDS Uniphase (JDSU)

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To: Andy Yamaguchi who wrote (15698)	1/2/2001 4:37:35 PM
From: OWN STOCK	Read Replies (1) of 24042

Andy: You are missing the big indicators: Internally: the quarter is in the bag, and customer backlogs are over two years at present production rates, and demand is increasing...Externally: Broadband and optical switching is finally starting to rollout into the field...conclusion: demand driven market will remain for the forseeable future...nobody who knows about this market will be doing anything but buying SDLI/JDSU and holding...if we are lucky, and the MARKET FLU abates in June, then we will be fantastically wealthy...otherwise, we will have to settle for plain wealthy... -Own

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