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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: manny t who wrote (2583)	10/26/2000 9:32:45 PM
From: Roger A. Babb	Read Replies (1) \| Respond to of 19633

Manny, I have also heard this same argument from PWER, claiming that slow downs by particular customers will not slow sales because other customers will take the products. I don't buy that, slowing market growth must also trickle down to the suppliers but with a lag time of probably one quarter since most of these devices have a 90 day lead time. I don't buy the argument that companies like JDSU and PWER are limited only by their manufacturing capability, supply will soon catch up with demand and competition will then follow.