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


To: DukeCrow who wrote (13743)10/30/2000 9:30:57 PM
From: pat mudge  Read Replies (3) | Respond to of 24042
 
Optical may be seeing great growth, but that is irrelevant. The key is looking at the change in the rate of growth, or its acceleration or deceleration. A lot of people are saying that the acceleration may be over. Is deceleration starting? That's the big question. Who has the answer?



I have not seen any proof that growth in optical components is slowing. Until I do, I'll look at every report and news article through a microscope. As I've said over and over, ad nauseum, there has to be a reason SDLI and JDSU are expanding their manufacturing capacities by factors of 4X and 5X across all product segments.

Pat