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


To: pat mudge who wrote (217)4/22/1999 12:56:00 PM
From: quidditch  Read Replies (1) | Respond to of 24042
 
Hey, Pat, good to hear from you again!

Agree with your view. My own 2 CC (Canadian cents) is that, as I've posted before, UNPH's near term earnings visibility is not what JDS's is, has been and will be, by the nature of the different segments of their markets. UNPH will ramp up, but more slowly. I don't know if I'll add to positions, but my guess is that UNPH's report will not be the upside surprise that JDS was, and that we might have a bit of a sell-off on that news.

Regards. Liacos_samui