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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (2434)10/20/2000 3:36:36 PM
From: Libbyt  Respond to of 57684
 
It's doing well, but it's about 125 below where I think it will be by year end.

I agree. It looks like GLW and JDSU will also report great earnings next week...which should move JDSU higher...and SDLI higher. I currently hold positions in JDSU, GLW, and SDLI...but I've bought SDLI lately based on the JDSU/SDLI arbitrage spread.



To: 16yearcycle who wrote (2434)10/20/2000 9:01:16 PM
From: fedhead  Read Replies (1) | Respond to of 57684
 
Whats your opinion about AVNX ? In SDLI conference call did
anyone ask about the supposed slowdown in telecom spending.
That is still not clear as we saw slowdown in DSL deployment.

Thanks
Anindo


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