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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Selectric II who wrote (39423)	7/27/2001 11:36:07 AM
From: Jim Willie CB	Read Replies (3) of 65232

so much for JDSU plans to quadruple capacity with the layoffs, are plant closings next? only way to remain competitive in prep for next round is to cut cost structure for several months running I would watch JDSU/QCOM ratio they were neck 'n' neck for a long time tells me Uniphz suffers from barriers to entry and excess capacity QCOM is holding up from its IP locks in the future to me the Uniphaz news means Lucent is dead in water and Nortel will struggle mightily this too shall pass, but NOT by the 2ndHalf more like next spring spring reigns eternal / jim

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