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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: JLS who wrote (41481)	11/16/2000 11:10:33 AM
From: Far Side	Read Replies (1) \| Respond to of 57584

Jls, Re: question on the ANALysts from Canada. This analysts are very small players in the scheme of things and are only talking to Canadian companies through Canadian investment contacts. My view is that though Nortel and JDSU originated in Canada I can confidently tell you they are really american companies wearing maple leafs. Yes, they have a ton of CDN employees, with CDN ex-pat managers and many locations in Canada, but they are both truly global U.S managed firms. I am skeptical that these analysts can truly predict the future of optical components spending on a global basis from their offices in Ottawa. Far Side