SI
SI
discoversearch

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: pat mudge who wrote (16372)1/10/2001 8:24:16 PM
From: Kayaker  Read Replies (1) | Respond to of 24042
 
It's very possible optical networking (also known as NextGeneration networks) will be the leaders in the weeks and months ahead. If Greenspan cooperates, and the creek don't rise, we could get this train out of the station one more time.

I agree that earnings + an end of month rate cut will turn the optical and comm chip sectors around. Seems to me that a great deal of earnings/outlook disappointment is priced into JDSU, SDLI, GLW, AMCC, PMCS, etc but I see no indication that any of them will disappoint. AMCC next week will be interesting. All indications are for great earnings and outlook and I look forward to what Dave Rickey has to say. I think he's probably pretty POed.

PS. Yes SI is a POS again today. I am sooooooo tempted to respond to SI Bob re his complaints about QCharts (the quote package I use; works better than SI). Something about a pot and a kettle.

Message 15040573