Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (17974)	2/7/2001 1:33:41 PM
From: luther yow	Read Replies (1) \| Respond to of 24042

Pat, At this point, I think jdsu and csco are possible day trades for anyone who has any money, Don't think you do those but sure is tempting. Just a thought since nothing good is happening to any of us who are long techs. Luther

To: pat mudge who wrote (17974)	2/7/2001 2:28:27 PM
From: Tulvio Durand	Read Replies (2) \| Respond to of 24042

... Cisco's problems... theory that the strong will get stronger and the weak weaker. Unfortunately there's a cycle that starts to form when you're dependent on the weak for survival. ... your market cap tanks.... turns into a death spiral. Cisco is #1 or #2 in every market it is in including IP telephony. Also it has much more cash and cash flow than JDSU/SDLI combined. I don't see this as lose/win situation, ie., loss for Cisco and win for JDSU. Given that (1) JDSU is either directly or indirectly a supplier to Cisco, and (2) other JDSU customers, NT and LU who are also Cisco's competitors will be buying less from JDSU because they will do more in house -- especially so after buying JDSU factory, -- JDSU will depend even more on sales to Cisco. We're on same team, I believe. Tulvio