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Technology Stocks : Full Disclosure Trading
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To: The Ox who wrote (188)4/12/2002 6:07:38 PM
From: Jacob Snyder  Read Replies (1) of 13403
 
JDSU: thanks for that article.

<<The long-run winner on the passive component side of the industry will be the low-cost producer.>>

Now that's a gloomy forecast: optical components going the way of memory chips and disc drives (and CPUs?). For now, I'm operating on the assumption that there are high margins in defensible markets, within the space JDSU sells into, when demand recovers. We shall see. Cary is right, future earnings are difficult to predict. So far, I've got 2% of my pile of betting chips, on a wager that Cary is wrong.
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