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

To: pass pass who wrote (606)	3/8/2001 3:03:08 PM
From: OWN STOCK	Respond to of 3294

ETEK was good in its time. Raised JDS's valuation at the time didn't it? Don't get me wrong...passives are still a valid play, just that when you have to move a manufacturing operation to China to get the labor content out, it is a flag that the items are becoming commodities, no? Not to say you can't make excellent money in that situation, but it is hard to command a good margin. In addition, it also says dirty things like build to stock, rather than build to order... So, my opinion is the play is to cutting edge actives, which are not commodities...and that is the reason JDS picked up SDL...and why this is the best value stock in optics, again, IMO. -Own