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

To: Wyätt Gwyön who wrote (2173)8/7/2001 9:19:02 AM
From: Timetobuy  Read Replies (1) | Respond to of 3294
 
Is that the one that LU has been in every time he downgrades Csco and NT?

Better than downgrading jdsu along with csco I suppose.



To: Wyätt Gwyön who wrote (2173)8/7/2001 3:21:16 PM
From: pat mudge  Read Replies (1) | Respond to of 3294
 
Well, well, well, the weighty sage is recommending fiber optics plays.

Excuse me while I get a glass of water before I faint . . . :)

Pat



To: Wyätt Gwyön who wrote (2173)8/8/2001 2:51:57 AM
From: marginnayan  Read Replies (2) | Respond to of 3294
 
Analyst Paul Sagawa still recommends selling into any CSCO rally, but he is adding GLW, JDSU, and TLAB to his Value Portfolio

Looks like he has a sell on CSCO and a buy on GLW based both on valuation.
Does he list reasons as to why he likes GLW ?
Majority of GLW revenues come from fiber.
As far as my understanding goes and based on current dark fiber glut, I simply cannot understand his bias towards GLW.


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