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.

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

To: OWN STOCK who wrote (15702)	1/2/2001 4:55:46 PM
From: t2	Respond to of 24042

Internally: the quarter is in the bag, and customer backlogs are over two years at present production rates, and demand is increasing...Externally: Broadband and optical switching is finally starting to rollout into the field...conclusion: demand driven market will remain for the forseeable future...nobody who knows about this market will be doing anything but buying SDLI/JDSU and holding...if we are lucky, and the MARKET FLU abates in June, then we will be fantastically wealthy...otherwise, we will have to settle for plain wealthy... Excellent observation! Why beat expectations by more than necessary (i think inline report is perfect). That makes a lot of sense. What is more important is forward looking guidance from the company--a week off will not hurt in this regard. It just gets added to the backlogg. I remember reading that lead times were long. Even if they come but so what if they come down by about 30%, it won't be any negative suprise to the market. I personally believe the spending slowdown story is way overdone in relation to optical. Only when the companies report earnings will these worries be put to rest. BTW--did not buy much today but am getting close. Right now Intel is best deal out there, IMHO and that is why I am buying it. JDSU is getting close but only when either the 1. Downward momentum in the Naz stocks comes to a halt or 2. early next week Whatever happens first will be my buy signal--to make it a signifantly large holding for me. If we still slide this week, I will buy it next week.