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


To: AMF who wrote (1779)6/29/2001 12:27:08 AM
From: pat mudge  Respond to of 3294
 
Are you tempted to start buying in again here?

Yes, but I want to see some stability so I don't have to ride it down to the single digits again. I think the recent lay-offs are a bit over-played as many are a direct result of manufacturing going to China. I also think with the new quarter beginning next week, we could see some institutions taking positions. Their down-side risk is fairly small and the upside over the next 3 months could be substantial if visibility improves.

Pat



To: AMF who wrote (1779)6/29/2001 9:47:30 AM
From: Scripts  Read Replies (1) | Respond to of 3294
 
Should we wait for the next round of earnings? They can't be making much at the moment.