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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Langford who wrote (39164)	10/22/2000 11:25:48 PM
From: Rande Is	Respond to of 57584

Fred, sorry for not being more clear. I meant in the past as in several quarters ago. My fear is that their focus is more on the SDLI merger, which has been nearly a year in the making as I recall. . . . and not on executing. I don't have the URL. . .but if memory serves me, it was about 2 quarters ago when JDSU announced at the time of their quarterly that they could not complete orders. Parts and production were cited, as I remember. I've been waiting for a blowout to put them back on path. But I have concerns about execution in the entire fibre optic area. . . some stocks are able to deliver their promised products more often than others. There is simply too much demand and these companies are doubling capacity yearly. . . or sooner. . .and still it's not enough. The other thing about JDSU is that it has been a high-flier for a long time, and in my long port, I tailored down the number of high-fliers and beefed up the number of 'value techs'. Hope that helps, Rande Is