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Technology Stocks : JDS Uniphase (JDSU)
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To: puborectalis who wrote (20971)7/28/2001 8:04:25 PM
From: robert b furman  Read Replies (1) of 24042
 
Hi Fallope,

There is little doubt that tomorrows mode of fast communication will feature photond through glass.There is little doubt that JDSU will be in a leadership role. The fact that the company used an inflated currency(their stock) to buy up more dynamic companies(for their inflated stock) is more an accounting issue.

What I feel is important is - Will the future prove their acquisition judgement to be correct.I am somewhat confused by Jdsu and Nortel and Csco's buying frenzy which has resulted in a write down vs Intels acquisitions which haven't been as disastrous.

Bob
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