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

To: tripperd2 who wrote (1505)	5/20/2001 3:20:28 PM
From: OWN STOCK	Read Replies (1) \| Respond to of 3294

My line has always been: IMO, JDSU to near $40 by the end of the CY will be the sign of a lot of work (consolidation and downsizing) completed. They have to straighten out their GW amort issue to better align their pro forma with GAAP, get the consolidation of the two organizations (JDS/SDL) on firm ground (excess management issues, excess facilities issues, excess people issues, excess products issues) as well as get the plant expansion in China much further along (the opposite of excess-blank problems). There is a lot on Don and Jozefs plate, but IMO, they can do it. ...and then we all face the (slow) CAPEX issue...carrier revenues are still growing 9% YOY as they always have, and IP traffic is growing 41% YOY. They just don't have the equipment to carry all that...if the telecom boom was a "bubble", then we passed "burst" and what we have now is a "clog" The "clog" will burst soon too... -Own