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Technology Stocks : JDS Uniphase (JDSU)
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To: Drake who wrote (17753)2/5/2001 10:56:10 AM
From: t2  Read Replies (2) of 24042
 
Hoping Chambers will give a positive outlook, re portion of business that effects JDSU.

My understanding is that Cisco is not a big player in this segment and their outlook may of limited value.

However, given they started with a small base, there could be significant increases....if they were able to compete successfully with the likes of NT, LU, CIEN, SCMR, CORV etc..

They may not be a true indicator of optical.

However, if they are less negative (overall) than the market expects, we could get a "relief rally" or the maybe the start of the momentum to take us over 3000 on the Naz.
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