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


To: pat mudge who wrote (1636)6/15/2001 12:57:24 AM
From: Ian@SI  Read Replies (3) | Respond to of 3294
 
All we need now is for the gurus to proclaim that:

1. JDSU is "dead money"; or,
2. Above trend growth was a one time aberration, don't expect it to ever outgrow the economy again.

These are the 2 most certain signs of massive outperformance of the rest of the market that I've ever seen.

I don't know about the CA coast, but in my city, the major streets are continuously being dug up to lay fiber. Once the telcos start lighting up this fiber, I suspect that we're going to see another massive spurt in growth not only for the last mile but also for the long haul network as the last mile bottleneck gets removed.

IMO,
Ian