Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 307.20

+2.0%

Jan 12 3:59 PM EST

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To: Proud_Infidel who wrote (51329)	8/31/2001 2:33:20 PM
From: Paul V.	Read Replies (1) of 70976

Brian, Gottfried, Jacob, Katherine, threaders, Didn't CSCO store the excess inventory it purchased from JDSU on the property of JDSU. I believe i read that somewhere. This provided CSCO the opportunity to write off the JDSU inventory and buy it back at a lower cost. Include this fact and the fact that CSCO has reduced it inventory by 25%, IMO, this should be good for JDSU if a portion of the CSCO's inventory they have stored on site. My question is when can we expect JDSU to eliminate its excess inventory and begin to increase production? Does anyone know how JDSU play in the production cycle with CSCO, AMAT, LU, NT, etc.? I have bought some JDSU and am trying to decide when I cane expect production to turn up. Just my opinion. Paul

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