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Technology Stocks : JDS Uniphase (JDSU)
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To: SJS who wrote (15860)1/4/2001 7:00:14 PM
From: zbyslaw owczarczyk  Read Replies (1) of 24042
 
AMAT, CSCO and Dell end quarter on January 31, so theoretically they can preannounce.
Dell almost certainly will worn. On the other hand they have advantage of week $ vs. Euro during December and specially in January.
At the end of November Euro was 0.82 $. During December gained steadily up to 0.92. Today is 0.95.
So Dell will have benefit of weaker $ over two months by average 10%.
I guess Dell sales in Europe is about 35% , so stronger Euro
would push top line by 2% (Dec, January),
AMAT and CSCO make contract mainly in $.
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