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

To: Ian@SI who wrote (1637)	6/15/2001 1:35:34 AM
From: pat mudge	Respond to of 3294

Ian -- I agree with your summary regarding long term prospects. By the time we get through this trough, carriers will have been in a holding pattern for over a year and backed up demand will require them to add capacity. When that happens the balance of power will shift and components players will be back in the drivers seat. In the interim they have to focus on next generation products so they're ready when orders return. Tomorrow's triple-witching. Not exactly good news considering what happened today. Pat

To: Ian@SI who wrote (1637)	6/15/2001 1:59:17 AM
From: pat mudge	Read Replies (3) \| Respond to of 3294

Demand at Williams grows 3X: lightreading.com

To: Ian@SI who wrote (1637)	6/16/2001 11:32:42 PM
From: Raymond Duray	Read Replies (3) \| Respond to of 3294

The Futures Coming, But It Might Take a While Hi Ian, Regarding the potential for a last mile growth spurt, here's some news from the cable industry: eetimes.com I'd have to think this is a cause for concern to those who are looking for a rapid return of the growth in telecom components. Alternately, I just did a search at Ebay for "Cisco". It returned 2,751 items. search.ebay.com Nortel returned 409: search.ebay.com Lucent? 589 items. Alcatel? 1,274 items. [[This, of course is merely the tip of the grey market for telecom equipment. This industry isn't going to recover for a very long time, IMHO. I think we all just have to face the facts, the market of 1999-2000 isn't coming back. ]] As someone who knows a thing or two about the statement "never pay retail!", I'd have to say that there's a slight inventory problem here. Or as Senator Ev Dirksen was fond of saying: "A billion here and a billion there, and pretty soon we're talkin' real money." On a slightly different note, regarding JDSU's announcement about a little matter of an inventory writedown... It does catch my eye when a company announces it'll be pro forma profitable, except for inventory writedowns. Heck, we could almost say that about Nortel today, give or take a couple billion. <w> Best, Ray