SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Take the Money and Run

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jorj X Mckie who wrote (15276)8/16/2002 1:48:20 PM
From: Lizzie Tudor  Read Replies (1) of 17639
 
Hey do you happen to know if this is accurate?
Message 17884341

He says China is dumping optical components which are causing jdsu's pricing to erode, similar to when the asian countries dumped memory in the 80s. I didn't know the Chinese were producing commodity optical components, or that the optical business was "commoditizable" yet.
tia
L
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext