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Technology Stocks : SDLI - JDSU transition

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To: jmanvegas who wrote (6)2/11/2001 11:05:26 PM
From: pat mudge  Read Replies (4) of 3294
 
I believe CLS has a major contract with JDSU to do contract manufacturing. COuld be another interesting play.

I know very little about the EMS space and have a lot to learn. I'd certainly want to know what % of their business is fiber optics versus computer electronics, for example.

As techs get pounded, there will be lots of opportunities to pick up bargains. Once again, I'm going to take it slow.

Pat
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