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Technology Stocks : JDS Uniphase (JDSU)
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To: sea_biscuit who wrote (21352)8/25/2001 6:12:28 PM
From: Cary Salsberg  Read Replies (2) of 24042
 
RE: "No detailed analysis is needed."

This was true at higher prices, but in the $0 to $10 range it is not.

RE: "tremendous overcapacity in virtually the entire tech sector."

CSCO's $4B+ sales last quarter and signs that its flat to down 5% forecast will hold for this quarter, suggest that whatever the level of overcapacity, tremendous or otherwise, technology companies are still selling. How much JDSU sells is still the crucial issue and if you don't want to seriously address it, you should, at least, refrain from pointing out the price declines.
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