Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Options Box -- Ignore unavailable to you. Want to Upgrade?

To: dli who wrote (8000)	12/3/2000 1:24:40 PM
From: t2	Respond to of 10876

You may be right. A lot of what happens with JDSU will depend upon the metro buildout in the coming years. However, they also benefit from wireless networks as well. I would point out that many of communication chip companies say they grow even if their customers don't; due to an increase of complexity and moves to outsourcing trends. MU is risky but I am betting that buyers will be using these uncertain times to inititate some positions. If DRAM gets too cheap, capacity expansion plans go on hold--reducing capacity leading to higher prices. I am betting on that scenario unfolding sometime next year but want to be in the stock now.