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

To: gbh who wrote (13768)10/30/2000 11:21:00 PM
From: N. David Lessani  Read Replies (1) | Respond to of 24042
 
That is the problem with LU. LU mortal sin was that they UNDERESTIMATED their customer demands. NT wisely and correctly predicted the high demand for speed. Analysts should be reminded about this FACT.



To: gbh who wrote (13768)10/31/2000 12:19:41 AM
From: Master (Hijacked)  Read Replies (1) | Respond to of 24042
 
"Frankly, I don't put much credence in this report for the reasons you state. ..........The facts, though, are that their growth projections are slowing. "

gbh,

Let me see if I understand you correctly, on the one hand you are saying that this report is wrong and on the other hand you say that growth is slowing because this report says it is.

If the report is wrong then how can it be right about slowing growth?

Vince



To: gbh who wrote (13768)10/31/2000 2:56:43 AM
From: zbyslaw owczarczyk  Read Replies (1) | Respond to of 24042
 
gbh, NT is guiding a bit down on the top line.
you see I had always problems with your comments.
again you wrong.
NT repeated what they said in July:
top line will growth 30-35%
even they filed SEC document to make it clear, but analyst and so call investors are still citing wrong data.
NT also said we predicted low 20,s for this year in late 1999, and we are growing 40+%


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