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 (17476)1/30/2001 7:10:50 PM
From: 16yearcycle  Read Replies (1) | Respond to of 24042
 
3x, Pat? We are in trouble now. That can't be good enough. I better hold a garage sale this weekend for starters.



To: pat mudge who wrote (17476)1/30/2001 7:55:38 PM
From: t2  Read Replies (1) | Respond to of 24042
 
Pat, NUFO report is a good sign for JDSU. I believe another one, AFCI did pretty well in its earnings--have not checked out the report yet.

At least we are getting some good indicators from the sector and that may be enough to lift JDSU/SDLI/GLW/ types of stocks. Right now it is the worry about the E in PE going forward, meaning less agressive buyers in the sector. People don't seem to want to take a risk on optical..yet.

Could be the turning point soon and these two earnings reports are going to help. Or maybe we have to wait a little longer.

Will be interesting in the coming days as we get closer to the SDLI/JDSU deal closing. There must be some sale involved and JDSU should be receiving cash and/or stock for the Zurich plant. Just have to be a little more patient in this sector.

BTW-investors should not be fully invested in just optical or just in techs---IMHO.
JDSU is still one of my larger positions.