SDLI - JDSU transition Message Board

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Technology Stocks : SDLI - JDSU transition

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To: pat mudge who wrote (966)	3/31/2001 8:17:49 PM
From: gbh	Read Replies (2) of 3294

Pat, I know little about Unisphere's products. I'll check into them. The only area where I'm certain there are actually losing business (as in competitive losses) is to Juniper in high end routers. If Unisphere is selling mainly to carriers this wouldn't be CSCO getting displaced since they weren't there to begin with. Right now I'd be delighted if Tiny Tim led the rebound. I hear ya. I'm trying to gets my hands around any possible catalyst for the market, in general (not just networking). A lot of people pointing to rate cuts and tax cuts. It seems apparent it won't be either. The market is a discounting mechanism. Everyone knows rates are coming down. Probably to 3.5%. Yet, the market doesn't care. Same with tax cuts. Right now, the ONLY catalyst I see, is cheaper stock prices. Prices at which institutions just won't sell any more. We are not there yet. I think we still have at least two more quarters of earnings disappointments in most stocks, including most opticals. When you can go to EBAY and see Cisco routers and Sun Workstations selling at 30% of list, and not getting bids, things are tough. And I just don't buy into optical being some sort of island in this part of the business cycle. Gary

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