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

To: ownstock who wrote (23215)	12/28/2002 2:46:22 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 24042

RE: "I would beg to differ." Be more precise about what it is you differ on. RE: "SDL did reasonably well for many years." SDLI was $8 in 1998, JDSU paid about $900 (pre-split) in 2000. I am not sure "reasonably well" really applies.

To: ownstock who wrote (23215)	12/28/2002 3:00:08 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 24042

What JDSU should do is get rid of the passives business in China. It makes near-zero margin, because the prices for passives are so depressed. All the IP they transferred there is gone anyway (no laws, no courts). I thought JDSU dominated this business, is that still true or has a cheap chinese vendor taken share? Even if that has happened it would only be for the current generation, no? Since JDSU has the design expertise in-house I assume. thanks