JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Stocker who wrote (16391)	1/10/2001 10:24:17 PM
From: zbyslaw owczarczyk	Read Replies (1) of 24042

But, for the financials etc. the benefit is immediate and goes right to the bottom line. this is exactly what your boss Cramer wrote. I am not saying that financials are not good investment. As for optics the business is very healthy and rate cuts can only help. The ltelcos who are affected by credit account only for less then 5% of capex Mr.Street.com What you are talking is exactly what Street.com was trying to tell ( twisting real content) for the last few months. CSCO simply is to much into corporate networks. IN addition to that they got recently free lunch from IBM and 3COM( they exited LAN business) and can not possible grow 60% a year. ZO

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