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


To: sam who wrote (15495)12/26/2000 8:28:15 PM
From: Tulvio Durand  Read Replies (1) | Respond to of 24042
 
Is NT's optical business really slowing? Or are we back to that inventory problem from the conference call after last quarter's earnings?

Any way you look at it the implication is that NT would be buying less product from JDSU in the current quarter. I'm not convinced the implication is true because JDSU and SDLI were both having trouble keeping up with demand as recently as couple months ago.

Tulvio