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

To: pat mudge who wrote (17072)1/25/2001 2:01:50 PM
From: luther yow  Read Replies (1) | Respond to of 24042
 
Pat,
I corrected my post the news was
corning news not cien
Luther



To: pat mudge who wrote (17072)1/25/2001 2:33:18 PM
From: t2  Read Replies (3) | Respond to of 24042
 
Pat, That is a great story on the outsourcing by Ciena, Cisco and others.

It fits in with my belief that we had a slight decline in the growth rate of the big player (NT) while the smaller ones like Sycamore, Ciena, etc.. can't keep up with demand.

My feeling is that these smaller companies have far less internal component capabilities and that is going to show up in JDSU's earnings report just as it did with SDLI.


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