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

To: Guy Gordon who wrote (12803)9/29/2000 7:30:32 AM
From: John Carragher  Read Replies (1) | Respond to of 24042
 
Yet, I understand the ceo keeps coming out saying no problems in demand. I would think he can judge a double in orders and if valid. I plan to add more on any weakness.



To: Guy Gordon who wrote (12803)9/29/2000 10:12:51 AM
From: SJS  Read Replies (1) | Respond to of 24042
 
Guy,

You're exactly right. I read a research note this morning indicating that there is evidence of double and TRIPLE ordering, in an attempt to secure supply.

Business Week is out with a story on opticals this week, too. Worth checking out. Was their story on Apple 3 weeks ago prophetic?

Steve


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