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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Michael Young who wrote (4080)	12/16/2000 2:08:11 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

M, backlog is out 2 years. If someone pushes an order out, another customer is there to step in. Obviously this won't go on forever.But analysts started warning about optics in April. They got louder in July and really loud in September. Still no problem in sight for JDSU, GLW, SDLI, and CIEN(except the analysts are killing the stock price).That is all I am saying. If the analysts keep warning and the country goes into a recession, the analysts will finally be right, but we are at least 6 months out from that.