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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (595)	3/7/2001 1:01:27 PM
From: OWN STOCK	Read Replies (3) \| Respond to of 3294

Bob: Great post. Rantings: JDSU management is doing the right things in an down market. The passives market has never been in a major backlog situation, and to see it evaporate in a down market is completely expected. The fact that it represented a major portion of JDSUs sales is exactly why they bought SDL...their profile is the opposite in terms of actives to passives sales. Notably actives are still on backlog, although the depth has been cut in half. KK had his day. Did a good job. I thank him. But IMO almost anybody can grow a company in an expanding market. Even passives-play worked then. Not now. Had to move that stuff to China to get cost out...higher sales but lower margins in the future...this was and is obvious to anyone familiar with the field. Real management talent is shown by growing a company in a down market. Making the right moves for the turn. Passives will be a cash cow for awhile (1 year) then turn dog. That should be obvious, but just in case...don't say you weren't told. JDSUs move is toward more actives. That move is underway by "the tall farm boy, and the short guy with the beret". It is the right move. I am buying as I write this. -Own