SDLI - JDSU transition Message Board

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Technology Stocks : SDLI - JDSU transition

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To: baggo who wrote (3221)	7/3/2002 4:18:44 AM
From: OWN STOCK	Read Replies (1) of 3294

BAG: I like JDSU after they reach bottom. Not there yet, IMO. That's also why no buy-back, and no insider buying. IMO, they know what is to happen: visibility is good of lowered sales. Maybe one more quarter market will turn up enough to stop the sink of telecom, but most likely will be two. FCC could slow it with a couple of rulings, but Congress will get it messy again. Fundamentally, if (MCI and QWest go away, and) LD rates rise, telecom will rise again, even in flat market. Full disclosure: I am cash (T-bills), LMT, a bit MDY and a private company. JMHO -Own

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