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Technology Stocks : SDLI - JDSU transition
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To: pat mudge who wrote (1345)4/25/2001 5:12:29 PM
From: William R. Polk  Read Replies (1) of 3294
 
<<Who has them at .20 for '02?>>
Don't know that, but FWIW, Lehman now has FY'02 at .28 and C'02 at .33. Its analyst, Arnab K. Chanda, states at the end of his report dated April 25, 2001: "We still believe that given the fundamental environment, industry leaders such as JDS Uniphase are disproportionately better positioned than small 3rd or 4th source suppliers but would exhibit caution until revenues and margins cease to deteriorate."
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