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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Sharp_End_Of_Drill who wrote (1121)3/7/2001 5:17:06 PM
From: The Ox  Read Replies (1) | Respond to of 23153
 
Thank you for your thoughts, SEOD. The more opinions the better as far as I'm concerned, that is, when they are backed up with a rational point of view. Here's a post I just made on another thread which might add to your view that there could be (alot) more downside in the semi sector.

The semi cycle is in it's downturn, we all know that is a given. It will be very interesting to see when the bottom comes just how low the data will get this time around.

Message 15464041



To: Sharp_End_Of_Drill who wrote (1121)3/7/2001 10:03:52 PM
From: Sweet Ol  Respond to of 23153
 
JDSU: It is hard to get excited about a company whose customers are going broke. 360 just announced they will pay their suppliers when they get paid. I think more of the telcos (mainly wannabe telcos) are going to disappear into the night. It will be a long time before those orders ramp back up. BWTHDIK!

Best to all,

John

Disclosure: I have covered my JDSU shorts and plan to own it some day in the future. Good company, bad business environment.


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