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Technology Stocks : JDS Uniphase (JDSU)

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To: pat mudge who wrote (17261)1/26/2001 11:46:52 AM
From: t2  Read Replies (2) of 24042
 
If JDSU can grow at the low point in spending, it sure paints a good picture going forward.

My feeling is that as the election "crisis" hit, companies just froze their plans---deciding to wait it out to see how things unfold. This was after we saw weakness by the consumer in November. Maybe it was all interelated!

Now they may be catching up on spending(speculation on my part) as confidence returns (evidence of those big financing deals).

I see this as very bullish as the lowpoint has been hit already.
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