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Politics : High Tolerance Plasticity
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To: Warpfactor who wrote (5357)6/20/2001 9:29:05 PM
From: hitsoft17  Read Replies (1) of 23153
 
Warp, JDSU and my favorite ADCT, are down but not out. Wall Street and others seem to be writing these outfits off because of the poor telecom and cap ex environment. The earnings estimates for the next couple years have been ripped up and thrown out because no one has the "visablity". This gives out -year valuations that don't compel one to jump in.

I think what some people are missing is that the demand for the products of these companies will not come from a revival in cap ex or the need to expand telecom capacity. It will come from new technology that can not be ignored. If you take a look at these type companies the thing to look for is new innovations and alliances with key customers or partners.

JDSU, AMAT, ADCT, DELL, TXN, and others are masters at taking the break caused by the down cycle and working themselves into the best position for the upturn with new technology. That also is the reason I believe the EMCs, SUNWs and some others will not lead the next big tech leg up. They are getting skinned in the market place by other outfits with strong new ideas. The next leg up will be lead by the technology leaders that have "been busy" during the down turn.

JDSU is showing to be way oversold and should be a good bet for the long haul, I would hang on.

Good Luck............

hitsoft17
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