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

To: N. David Lessani who wrote (598)	3/7/2001 2:07:36 PM
From: Kayaker	Respond to of 3294

U.S. Bancorp Piper Jaffray Suggests That 'Dramatic Decrease' In Telecommunications Capital Spending is a Myth Analyst Uncovers Spending Shift in Telecommunications Capital Spending in A Proprietary Research Study Message 15462067

To: N. David Lessani who wrote (598)	3/7/2001 2:15:35 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 3294

My questions is as follow: was JDSU less candid with us than with their own analysts and gave information to them before we knew anything about it so BIG MONEY could dump the stocks in 60-70 range ?. They would have had to be complete idiots to do this and risk the wrath of the SEC as this would violate Reg FD. I think the simpler and more believable explanation is that they were thrown for a loop along with investors. I don't think JDSU was getting the best feedback from their customers, as the NT warning caught them off guard.

To: N. David Lessani who wrote (598)	3/8/2001 12:28:02 AM
From: pat mudge	Respond to of 3294

My questions is as follow: was JDSU less candid with us than with their own analysts and gave information to them before we knew anything about it so BIG MONEY could dump the stocks in 60-70 range ?. I don't know JDSU's management but I do know SDL's and they would never step over any lines of impropriety. They're the most cautious company I've ever known. As for being blind-sided, as long as orders were coming in, there was no reason to think they wouldn't continue on the same projectory. But once they had a push-out, numbers had to be adjusted. Nortel was less than forthright during the Zurich sale proceedings. If they had been, JDS would have been spared this last adjustment. There's a big divergence between passives and actives. The former have an over-supply and the latter don't. In fact in some cases there's still a shortage of actives. Lensed fiber, for example, is still difficult to get in less than 12 weeks. And dark fiber is still being installed. Today I talked to two men designing a new line along Zanker Road in San Jose. The bundle going in has 600 strands of fiber. The guys with me had never heard of a bundle that large. Even the guys designing it had never put in one of that size. At any rate, we'll eventually get through the current slow-down. And in the interim we have the choice of staying on the sidelines or buying into the weakness. Pat