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


To: t2 who wrote (17964)2/7/2001 11:36:08 AM
From: Tunica Albuginea  Respond to of 24042
 
t2 true. Many can't tell a switch from a shoe-box and so we
have to wait until they get off their fanny and do some DD
and smell the coffee....

I note that JDSU selling volume is drying up....

It's getting harder for shorty to make a buck...vbg...

I am waiting for the coming...short downdraft...

shopping.yahoo.com

TA



To: t2 who wrote (17964)2/7/2001 11:40:50 AM
From: Tunica Albuginea  Respond to of 24042
 
Another drag on Telcos today is that Europe Telcos tanked this AM
because France Telecom lowered the price of it's wireless spinoff Orange PLC

siliconinvestor.com

Of course wireless and optical are different..........
but...who cares....?

:-)

TA



To: t2 who wrote (17964)2/7/2001 12:08:24 PM
From: Tunica Albuginea  Respond to of 24042
 
t2, did you notice that while CSCO is off 13.5% it's chip suppliers
AMCC, PMCS, VTSS are only off 8-9%
Indexes networking -4% chips -2% telco -1.5%
The contract manufacturers CLS, SLR..are down only 4%
So we have a disconnect. CSCO is tanking on it's own.
Yes the Naz is down as result of that but it is not tanking.
In fact
Financials are up ( they always precede a Market advance )
and the Dow is in positive territory.

So CSCO is being taken out and shot on it's own,

TA



To: t2 who wrote (17964)2/7/2001 1:54:45 PM
From: FlameMe  Read Replies (5) | Respond to of 24042
 
I keep hearing on CNBC that GLW is down because Cisco warned of a slowdown in optical. I heard the opposite (I think), and that optical was growing nicely.

While JDSU's growth has slowed a little, it is still growing, but it does not matter in this market. The story is that telco is slowing, and that is that. Nobody is allowed to deviate from that storyline.

I agree with Eugene. It's gonna take a while.