JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: RetiredNow who wrote (19773)	3/28/2001 12:47:32 PM
From: hamsandwich	Read Replies (2) of 24042

Are Larry and I the only bears on this board? My finely honed math skills tell me that is about a 75% percent bull-to-bear ratio. Seems kinda high in the face of the continuing bad news across optics and the economy as a whole. I guess that I wouldn't "bet the farm" yet on where the current "economic adjustment" will end. What is JDSU's exposure to NT? I seem to recall it was in the 13-16% of business range, but don't know for sure. I wonder whether JDSU's current guidance reflects the possibility of a large portion of that business drying up. We shall see. The psychological "20" level needs to hold now that 22 has been breached. Otherwise, it could get ugly fast. I actually expect 20 to break in the next couple of days. BWDIK ham

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