SDLI - JDSU transition Message Board

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Technology Stocks : SDLI - JDSU transition

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To: pat mudge who wrote (1193)	4/14/2001 7:08:17 PM
From: gbh	Read Replies (1) of 3294

will focus on guidance instead. Hey Pat, you think TI will have positive guidance? ADI (which I'm long) had guidance which the street interpreted as positive. LOL. Did you you read that release? Hardly what I would call positive. Something like they see a bottoming next quarter, and the possibility of revs growing again in 4Q. Come on. Sounds more like "it can't get any worse" guidance to me. I would expect the same from TI. The fickle street might decide that the same words mean doom. In any event, I was happy to see ADI up over 40 again. What kind of guidance are you expecting from JDSU? Also, do you have any insight into CORV? Are the new customers that were rumored awhile back for real? No warning from them yet, so I still have my fingers crossed. Small long positions in both CORV and JDSU. As you know, I'm still largely a non-believer in any near term recovery, and think I will be averaging down on all three of these names. But, I had to dip my toe in at some point, I guess. Must admit that cash has been comfy these past months, though.

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