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


To: Ibexx who wrote (13836)11/1/2000 8:13:22 PM
From: t2  Respond to of 24042
 
Webcast JDSU tomorrow at 10:30 AM (eastern) at H&Q conference tomorrow.

biz.yahoo.com

(expecting them to reiterate that bullish position)
It indicates that it is available to the public)



To: Ibexx who wrote (13836)11/1/2000 9:20:46 PM
From: Jim Willie CB  Respond to of 24042
 
can you imagine the mfg process efficiencies when more automation is introduced, when more delicate placements are performed entirely by machines, when new developments are introduced, when little niche companies are brought in for their particular mfg process expertise ???

profit margins are not as large as they will be
despite the inevitable price drops

for a nice primmer, consider Applied Materials and their decade of mfg process development in semiconductor arena
/ jim