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

To: gbh who wrote (1689)	6/19/2001 10:16:25 PM
From: puborectalis	Read Replies (1) \| Respond to of 3294

Jozef Straus, CEO, JDSU: He is very concerned about their future, and believes the company will have to cater more to their customer base Their $40b write-off is not similar to NT's, and rather is a sign of how good their acquisitions have been lately JDSU is very strong on the balance sheet and is operating at a very strong profit for today's market The carrier companies have to perform well for chip companies to succeed JDSU still believes the Internet is the primary driving force in the market

To: gbh who wrote (1689)	6/20/2001 8:39:14 PM
From: zbyslaw owczarczyk	Respond to of 3294

but, 10% historical growth was basd on voice revenue which wa growing much slower then current data revenue, right? as for upper hand let see what will happen when economy will pick up and customer will demaqnd services. at the same time many vendors and part producer will ahve much smaller capacity...!!!! did you know that WCOM has refinanced its debt and can effort to invest more.however economy(slower demand) does not force WCOM to do so now.10 months from now it may be different story ZO