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

To: pat mudge who wrote (14271)	11/16/2000 11:59:19 AM
From: t2	Read Replies (1) \| Respond to of 24042

Pat, You are amazing!

To: pat mudge who wrote (14271)	11/16/2000 1:43:16 PM
From: paru	Read Replies (3) \| Respond to of 24042

From the street.com. I know this guy always comes across as exceedingly negative on stocks. No wonder, since his sources are mostly short sellers. But he was also one of the first one to warn about the inventory issues in the cell phone industry. What do you make of these comments about jds? Thanks paru Herb Greenberg optical 11/16/00 1:22 PM ET For a more timely call: the good folks at Fechtor Detwiler are out this ay-em with a report that basically says low-tech optical products made by the likes of JDSU, that had been in tight supply, are starting to get low priced competition from Asian competitors that have excess capacity and have reverse-engineered some of the lower technology components that remain scare. Writes analyst Jim Coleman: "We are hearing of cases where major North American suppliers have walked away from opportunities that they have been supporting, rather than entertain a losing contract. In one recent example, a North American supplier walked away from a $20 million lithum niobate modulator opportunity rather than match Fujitsu's 'gave-away' price." Don't think this can happen? Go back and look what happened in the memory and logic markets way back when. hg