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

To: Kayaker who wrote (13434)	10/26/2000 8:16:42 PM
From: Kayaker	Read Replies (1) \| Respond to of 24042

<font color=green>Inventory Buildups? From the CC, Timemark: 33:00 minutes. Jay Abbe, President and Chief Operating Officer Let me comment first on your lead time and inventory question. We spend a substantial amount of time, our sales engineers, with our customers. And our customers are very close to us and their other suppliers in giving us visibility. They know they need to give us visibility in their needs. And because we still are supply or capacity constrained we are continually talking with our customers about the lead time process. We negotiate and discuss with our customers so that we can meet the needs of all of our customers. It is because our lead times remain, quote "long" that it is the basis for these discussions in the negotiations with our customers. And this is why we know their requests and demands for us are real. If they weren't real in our judgement we wouldn't be having this level of interchange. If they had inventory, we wouldn't be having this level of increased request.