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Technology Stocks : JDS Uniphase (JDSU)
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To: ownstock who wrote (23215)12/28/2002 3:00:08 PM
From: Lizzie Tudor  Read Replies (1) of 24042
 
What JDSU should do is get rid of the passives business in China. It makes near-zero margin, because the prices for passives are so depressed. All the IP they transferred there is gone anyway (no laws, no courts).

I thought JDSU dominated this business, is that still true or has a cheap chinese vendor taken share? Even if that has happened it would only be for the current generation, no? Since JDSU has the design expertise in-house I assume.

thanks
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