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: JakeStraw who wrote (17658)2/2/2001 10:45:36 AM
From: luther yow  Read Replies (1) | Respond to of 24042
 
Jake,
One last post, I believe these people seem to know more about this stock than anyone is willing to admit. The trend is down whether I want to admit it or not. Believe I will go to the side lines since my views are being proved wrong but the stock action.
Thanks for your posts.
Luther



To: JakeStraw who wrote (17658)2/2/2001 12:11:51 PM
From: Tunica Albuginea  Respond to of 24042
 
I will call RHK Optical analysts to send a memo to Kalla
titled
" how to analyze the Telecom market , in particular, the optical section"

Here is something from a pro.
fortune.com

Fortune article:A Clear View on Optical Networking
"Anyone can create a forecasting model,"
says a Banc of America analyst.
"These guys ... connect the dots."


RHK's three founders had extensive experience in telecom
networking when they started the company in 1991.

The firm's 40 analysts all have firsthand experience
--from writing code to designing equipment--
which informs their advice on whether, say, a component
will fit into a client's system.
Given that contracts can run in the hundreds of millions
of dollars, that expertise is critical
to both buyer and seller, says John Ryan, RHK's co-founder
and chief analyst.

Some of the releases from RHK

totaltele.com
Long-term outlook for telecoms is sunny - analyst

rhk.com
RHK Finds European Optical Transport Market Reaches
$7.2B in 2000 Expected to Top $14.8B by 2004

rhk.com
RHK Unveils New Optical Transport Forecast:
North American DWDM Market Projected
to Grow Over 50% per annum through 2004


TA