SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : JDS Uniphase (JDSU)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Howard C. who wrote (19523)3/18/2001 9:34:44 PM
From: t2  Read Replies (1) of 24042
 
Howard, I think JDSU is a good investment right now but I would buy it in stages; a bit now; more later.
Basically dollar cost averaging.
A lot is going to depend upon whether the bubble bursting stage in tech is over. I feel we are close but who knows.
It sure feels like there is more than just a valuation correction (PEs) going on. That is why it is good buy into it slowly. The communication chip stocks like AMCC may also be good but I would approach them the same way as JDSU OR even be a bit more cautious.

The buyout of SDLI puts JDSU in a strong position when the end market starts picking up. The optical component companies are few and JDSU is becoming the biggest supplier to the industry. If smaller companies cannot afford to increase capacity near term or cannot spend capital on automation, JDSU will be the beneficiary.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News