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Technology Stocks : JDS Uniphase (JDSU)
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To: semi_infinite who wrote (21214)8/12/2001 12:45:30 PM
From: Cary Salsberg  Read Replies (2) of 24042
 
Yes, I summarized an article by Tom Astle.

A key assumption is that optical system revenues are growing at a 15% rate. Do you buy this?

Another is that components are 15% of sytems and the percentage is rising 1.5 - 3% per year. What is your take on this?

Do you accept their estimate of a $4Billion inventory overhang?

How would you model obsolescence? What percentage of components are active? Passive? How many months would you give to each?

Do you accept the market share forecast for JDSU?

Thanks!
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