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

To: t2 who wrote (14013)	11/6/2000 7:10:57 PM
From: FESHBACH_DISCIPLE	Read Replies (2) \| Respond to of 24042

With optical less that 2 bil in revenue on a yearly run rate,how can inventory go up 700 million. I've heard all the excuses before. If inventory grew at the same rate as revenues margins would be 8 points lower. I tell you all is not well. It's tough to stand up to a company thats projectioning 50% revenue growth but the numbers are the numbers. Furthermore as they move into lu and nt's space shouldn't their profit margins approach their competitors?? They definetely aint going to stay at double the margins of their competitors