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


To: Kent Rattey who wrote (5954)2/3/2000 7:45:00 AM
From: t2  Read Replies (1) | Respond to of 24042
 
When do you think they will let the cat out of the bag??? Mass shipping to one mystery customer? How do you know its not Bugs Bunny?

That is what is stopping me from giving this company more serious consideration. Why not disclose the customer?

On the other hand, could their production capability have a lot of "value" given the high barriers to entry.
The company is 100 million market cap and could be the target of another larger company that wants this know how. The market cap makes it an easier takeover target with no significant effect on the acquirer's stock price.
What is your take on this angle?

I will look into the insider buying/selling today.

thanks.