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To: 16yearcycle who wrote (7489)6/7/2001 3:21:46 PM
From: Mark Fowler  Read Replies (1) | Respond to of 57684
 
Gene i'm just as disappointed i never would of dream a company like Jdsu could be such a dog. I have it on my watch list. When they'll recover it could 1 or 3 yrs. Be careful with that stock!



To: 16yearcycle who wrote (7489)6/7/2001 5:38:40 PM
From: Bill Harmond  Respond to of 57684
 
>>Nt is still hitting new lows, that has to stop before jdsu can move, obviously.

Dont forget that it's the big lagacy Class 4 and 5 telco switch business that's dying. I think was as much as 60% of sales. Plus the PBX business will be blown away by IP phones, like the new ones from Cisco, but I don't know where Nortel stands against that.

The optical is next-generation. Their read is capacity balance in 6 months, right?

I was driving to the dentist near Marina del Rey today and there was this big spool of stuff going into a manhole in the street. I stopped and asket the guys what it was. Fiber.