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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (7641)6/16/2001 8:09:57 PM
From: Mark Fowler  Read Replies (1) of 57684
 
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.<<

Bill i understand that growth at 100 to 150% per yr. was unrealistic. About the time they purchased SDLI at the height of stock market's frothy levels is what hurt this company the most, imo.

NT gave back 20 yrs. of profit in one Qtr.from write downs of companies they were purchasing over the past couple of yrs, now are worthless, because the carriers don't need there equipment or have the money to expand.
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