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Strategies & Market Trends : The Thread -- Ignore unavailable to you. Want to Upgrade?


To: Mike E. who wrote (20109)10/26/2000 4:59:52 PM
From: Bo_  Read Replies (2) | Respond to of 49816
 
JDSU: "demand is strong, no evidence of slowdown, no evidence of inventory buildups"...just jotting down notes as I listen to the CC...



To: Mike E. who wrote (20109)10/26/2000 5:07:13 PM
From: Joe Hoek  Read Replies (1) | Respond to of 49816
 
JDSU back to even AH to slightly up so whatever they're saying it's good. Now what we really need is to get it back up above 80 and beyond and that's not looking like it will happen quick unless the NAZ picks itself up here. At least we held that support area again.

I'm shopping around for 1 year CD's at this point. I just found some gray hairs on the top of my head and they were MINE! ughhhhhhhhhh!!!!!

EDIT: 75 3/4 and climbing - keep it up...



To: Mike E. who wrote (20109)10/26/2000 5:45:17 PM
From: DebtBomb  Respond to of 49816
 
Mike, JDSU guided higher and we're having an AH's optical party. They won't comment on LU and NT individually as customers though, they only comment positively on a general sales growth trend in the high teens sequentially for next qtr.. This qtr. was a blow out with about a 50% seq. rate, but next qtr. shows slowing with a 19% seq. rate. Is this stuff going to hold???