SI
SI
discoversearch

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: Tunica Albuginea who wrote (19776)3/28/2001 12:40:53 PM
From: t2  Read Replies (1) | Respond to of 24042
 
TA, NT did not revise revenue down much lower; only operating net was pushed down.
My question would be...is NT starting to push their suppliers to lower component prices and if that is the case, JDSU will have to disappoint in earnings unless they have some sort of cost advantage over their competitors.

Taking a wait and see approach to JDSU.



To: Tunica Albuginea who wrote (19776)3/28/2001 3:58:46 PM
From: larry  Read Replies (2) | Respond to of 24042
 
TA,

It took 3+ hours for JDSU to do the inevitable: break the barrier at 20. Although the next stop is 15, I think that it will take a long tedious work to get there. Maybe a month or two. Plenty of time for investors who bought in lately to get out.

Same thing goes with CSCO. Hats off to the broker who put a 6-12 dollar fair value on this highly inflated issue.

larry


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News