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


To: pat mudge who wrote (12514)9/7/2000 12:51:41 AM
From: b_spiral  Read Replies (1) | Respond to of 24042
 
The street.com and Cramer....

You have to give it to these guys. 100% YoY growth is seen as "wildly optimistic".
Cramer says WCOM downgrade could be, "bad for the entire industry and I'm buying Alcatel and SUN". Huh?

In the article I am not sure what comes from Lehman and what comes from the street.com. Mixing up voice and data also confuses the issue. On the carrier side I think their will be some shakeout, mergers and so on - but they will all buy equipment, they have to.

Everyone wants faster more reliable access.
Anyway I hope this Lehman WCOM downgrade does not affect the vendors.

Gary
BTW TSIX AND NXTV doing well..did not buy.