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

To: peggylynn who wrote (13518)	10/26/2000 6:42:29 PM
From: t2	Respond to of 24042

JDSU does not do SONET -- only DWDM -- SONET slowing will have no effect. I wonder how much impact this statement has on this stock.<g>

To: peggylynn who wrote (13518)	10/26/2000 6:49:29 PM
From: Tony Viola	Read Replies (1) \| Respond to of 24042

DO NOT see any systematic slowdown -- no double bookings -- no stretch-out of deliveries peggylynn, excellent notes. Question on the above statement: I wonder how they think they can tell what are double bookings. That type of thing faked out Intel this year, or so they say. Note, I'm not implying anything, just wondering how they think they could see through that. Customers aren't going to say 'oh, by the way, I don't need all these widgets, but I'm afraid I won't get enough down the line.' Tony