Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Venkie who wrote (5185)	1/26/2000 1:27:00 PM
From: t2	Read Replies (1) \| Respond to of 24042

Venkie, I think we are due for one that goes up after earnings. JDSU is special, IMHO. Rapid growth and very high barriers to entry. The NT CEO also mention how hard it is to some components. Hard for a competitor to set up shop in this industry. In the case of QCOM, there is still competition with other standards. NT was driven by great optical demand. The stock is higher today after earnings--only beat estimates by 2 cents (US GAAP). Even after it had a huge run up in the last 3 months, it is still going higher.