| Yeah, Kevin, we're getting there. A hedge fund manager in the JDSU CC asked if they, (JDSU), was sandbagging, lowering guidance so it could be easily beat in the future, JDSU denied it. You have to start wondering though. I mean take NUFO for instance, 4 1/2 weeks ago, almost doubled their revenue guidance, and then yesterday warns, something not right about this. Either, these companies are sandbagging some now, or things really went to hell in a month. Some economic indicators point to a bottom being in and a small improvement in manufacturing, etc.. And, Greenspan is bullish going forward. So, maybe this is all being set-up for earnings to come in smelling like a rose down the road, maybe not. |
