To: mtnlady who wrote (4242 ) 9/28/2000 4:17:06 PM From: Boplicity Respond to Well you are wearing me out. I believe your bandwidth a touch higher then mine.. <g> Lets see here what do I think about JDSU? I think the optical bubble has burst and it will take some time before, GLW, JDSU/SDLI, and even NT to come back. Perception needs change and the only way that will happens is if some if not all of the unresolved over hanging issues are clarified. It's a complicated situation if you think about it. First and foremost, we need numbers from the telecom sector to verify or dispel the worry that has been spewing out of the street. Then you have CSCO and NT plus all the CSCO wana be's beating up in LU causing LU wanting to spin off their component division to show the street "Hey, not all of the company is rotten." Then you have NT which appears to be the one big guy that has it all together except in the high end router area <gg> being held down by the worse of all cases, telecom spending slow down. The you have JDSU buying up every darn good optical company that was out their making the street worry about the last big one they have to digest which was what we all were thinking as the hand holding down JDSU for months before all this other stuff has boiled up from below. Now we have GLW spending billions to get the remaining Pirelli optical division so GLW is getting bigger and bigger, then you have to prospects of the both NT and LU, not to mention the Japan Inc and the French company <g> wanting to spin off their respective optical component divisions as another hand holding down JDSU/SDLI. So items to be resolved before JDSU/SDLI can move forward, supposed telecom spending slow down, merger, competition from GLW, and maybe new entities as spin off component divisions all competing for market dollars.
