Rumor-Andy-Yamaguchi, can we call you Rumor-Andy? VBG
Sounds to me like yes.
You've been silent since Nov.29,2001.
Now all of a sudden you come up with your rumors.
BTW, you don't mind id I put you in the category of Contrary Indicators do you?
YAHOO boards have been literally polluted by screaming shorts.
Very few longs posting on YAHOO.
That is a contrary indicator.
A word of advice to you Andy:
Do you know what your shorts will be doing soon?
If not, stick around.
I will give a little clue soon on what is going on in fiberoptics
cheers
TA
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Message 15138594
To: Ibexx who wrote (16015)
From: Andy Yamaguchi Sunday, Jan 7, 2001 12:49 PM ET
I am 100% cash now. Too bad not meeting your expectation. Just want to share information on cooling down of passive
component information. Please call E-TEK-JDSU to verify my information. They did have a forced vacation! Good luck.
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Message 15138259
To: Kent Rattey who started this subject
From: Andy Yamaguchi Sunday, Jan 7, 2001 4:02 AM ET
JDSU warns soon? Several sources said ETEK-JDSU had forced vacation from Dec. 30 to Jan. 7. Component lead time is
eased now. The demand for ETEK-JDSU's passive component must be reduced sharply. ETEK used to ask others to work during
holiday and overtime!. Expect negative outlook from now. Good luck to all.
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Message 15122598
To: Kent Rattey who started this subject
From: Andy Yamaguchi Thursday, Jan 4, 2001 10:42 AM ET
No more hiring and no more over time at several fiberoptic component companies! Rumor said.
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Message 15110205
To: t2 who wrote (15697)
From: Andy Yamaguchi Tuesday, Jan 2, 2001 4:15 PM ET
The key is that the rumor is not just for JDSU, others fiberoptic companies in Silicon Valley also did the same things, rumor
said. that is a warning sign for a hot hot industry.
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Message 15109505
From: Andy Yamaguchi Tuesday, Jan 2, 2001 2:49 PM ET
There are rumors in San JOSE that ETEK-JDSU forced their employees to take one week vacation during x-mas. Can anyone
verify this? If it is true, this would be a sign for the upcoming warnings from JDSU. They always asked employees to work in
holidays before!
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Message 14824614
To: Denis K. Guenette who started this subject
From: Andy Yamaguchi Thursday, Nov 16, 2000 1:26 PM ET
Romors on NT is hurting FNSR. It is reported by CNBC that NT is going to warn again. If there is any inventory build up, we
could see a price war. That would be bad for all fiberoptics networking stocks including FNSR. FNSR is dropping, the rally last few
days failed. To retest 23-24? |
