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

To: pat mudge who wrote (13760)10/30/2000 11:26:34 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 24042
 
I will gladly accept decelerating growth rates over next four years
e.g. 80% then 78% then 76% then 70% (fiberopt generally)
e.g. 40% then 38% then 37% then 35% (DWDM specifically)

if that is cause for cutting FO stocks in half, then the issue might better be Houses in accumulation

/ JW



To: pat mudge who wrote (13760)10/31/2000 12:03:51 AM
From: DukeCrow  Read Replies (1) | Respond to of 24042
 
**I have not seen any proof that growth in optical components is slowing.**

I don't think anyone has. Everyone is trying to forecast it, though. They have to do that because the companies won't tell them until it is too late.

Ali



To: pat mudge who wrote (13760)10/31/2000 10:32:30 AM
From: Gerald Walls  Respond to of 24042
 
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.

To be the Devil's Advocate: for the same reason the chip manufacturers do, leading to their cyclic booms and collapses.

I own some SDLI.


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