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


To: Stocker who wrote (15311)12/23/2000 4:58:30 PM
From: GregS  Respond to of 24042
 
Stocker,

Thanks for the Cramer write-ups, they were a hoot. Lots of hubris, few specifics, but man he has been right. That, or he has a devoted following that does what he says, which is doubtful of course.

I must say, however, that most of the worst should be over. These telco co's have been beat down all year, some have bottomed and started turning up. Long haul networks are still being built out, the new focus however is on metro area fiber, and will provide new growth opportunities for co's like JDSU as they supply these new fiber optic start ups.

Yea, my brother-in-law works at one of these new start ups, and says, in spite of Cramers bashing, that is is still quite difficult to obtain as much product from JDSU as they need.

The next significant sell off is going to see some of my money come in as a buyer, maybe hold thru earnings and the CC where JDSU reaffirms next years numbers.

Cheers