Maybe you don't remember the JDSU presentation from the Montgomery conference in Feb, 2000, when then-CEO Kalkhoven said he wouldn't be able to personally stay for the breakout because the company had just been given an order they're not sure they could accomodate. Obviously if you look at JDSU's subsequent revenues in 2000 he wasn't lying. We've gone from red hot to "nuclear winter", with analysts expressing doubts about a turn up in 2002. Those seem like extremes to me.
I'm sticking with my strategy. Metro DWDM: Ciena and ONI; Backbone routers: Juniper and Avici. Voice over IP: Sonus. Wireless Internet: OpenWave, Qualcomm and Superconductor Technologies. Storage Area Networks: Brocade. Web Infrastructure: Akamai, Microsoft, Nuance, SignalSoft, Sun, VeriSign. eCommerce Software: Ariba, Broadvision, I2, Interwoven, Peregrine, Siebel. Web Services: Amazon, eBay, and Yahoo. Semiconductor-related: Broadcom (internetworking), Cymer (smaller geometries), and Novellus (copper). |
