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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Selectric II who wrote (39426)	7/27/2001 2:02:09 PM
From: BirdDog	Read Replies (2) \| Respond to of 65232

The G&K thread has JDSU in its G&K portfolio,... Yes... You need to pay attention to what it is labeled. People are always arguing over positions there. But JDSU has never been anything but a king. Kings should be held lightly, according to G Gaming. All those other companies they have bought and the patents are good. JDSU's engineers don't seem to be comming out with new technology the way they should. Maybe they're too comfortable? Also the other problem is new technology keeps comming out that is better. So what is the next SDLI or ETEK to buy? And their balance sheet has always looked awfull to me. Need to face the fact that JDSU isn't a CSCO... Personally... I do think JDSU will rebound with a market rally. This is mostly because of the hype all around them. I'd hold till the price recovers. Then buy something stronger... BirdDog