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


To: Kayaker who wrote (13547)10/26/2000 8:48:24 PM
From: Kayaker  Read Replies (1) | Respond to of 24042
 
<font color=green>Supply/Demand
From the CC, Timemark: 43:00 minutes.
Jay Abbe, President and Chief Operating Officer

You've asked very much, a supply/demand balance question of course. All the indications from our perspective are that supply/demand is going to remain tight. It certainly feels tight to us for the next several quarters and even beyond. It gets a little murkier a year out obviously. But, we know we're laying in our plans for continued growth and the year long scenarios our customers give us indicate that we should be planning for this far out.