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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?


To: Wolff who wrote (20670)6/26/2001 7:42:22 PM
From: OWN STOCK  Respond to of 24042
 
Wolff:

Dot com enterprise junk is readily available on eBay, and has nothing to do with excess telecom equipment. Ciscos problem is different from NT's problem, although somewhat related. The inventories of that (NTs and consequently JDSUs) equipment will end up in the junkyard for parts or in third world countries, because it no longer has warranty or service coverage. No serious telecom company will touch it or the gray market stuff...non-issue going forward, except for the near term sales and profit losses...and the "apparent" slowing in growth to 100%/year from 100%/qtr...I and JDSU can live (better) without the Gray market (and its bubble).

-Own