For the next couple of months I expect things to be fairly quiet, barring some big merger or acquisition. Right now, I'm just looking for good prices and...
Yes, that article also grabbed my attention. As a long-term investor, I think it would be wise to be on the lookout for anything that might get in the way of ...
About WiMAX Forum WiMAX 3231-C Business Park Drive, #131 Vista , CA 92081 The purpose of WiMAX is to promote deployment of broadband wireless access networks...
"As a long-term investor, I think it would be wise to be on the lookout for anything that might get in the way of the widespread adoption of fiber." I agree....
I don't see how wireless will ever be as secure as fiber. For the foreseeable future, fiber can't be replaced in secure apps IMO. You'll always have a hacker...
Very true. I thought the deal with the HD digital TV company was neat. You know, JDSU could certainly morf into whatever is the hot technology of the day....
Earnings are behind us now, with the exception of a few insurance companies and others who've delayed their filings and may come in weak. January is gone,...
Opened a small position in FNSR this morning, 2000 @ 3.21. I continue to think Finisar is the most likely candidate for a JDSU buyout, and now that FNSR has...
Just seven weeks into the new year and traders are already starting to roll over and give up their fiber optic holdings. Many stocks in this space are...
'WiMAX Won't Be Mainstream,' Broadcom CTO Says By David Manners -- Electronics Weekly, 2/13/2004 WiMAX, the IEEE802.16 wireless standard for metropolitan area ...
The overall mood in the components space has flattened out quite a bit over the last week and several stocks appear to have settled into the bottom-mud at or...
Eric, Thanks for the post - it is much appreciated. Buying when the sector is quiet sounds like a great idea. As far as JDSU maintaining its strength goes,...
I don't believe the fundamental story has changed for any of the players in this space so I'm happy to see them on sale. Emotions always trump fundamentals in...
I appreciate the posts from Eric, he does share his ideas and positions with us. And I can agree with the strategy, if I had more available funds to...
It's common knowledge that putting all your money on a single stock is one of the biggest mistakes you can make in the stock market; and yet that method of...
Warren Buffett says he doesn't avoid putting all his eggs into one basket - he puts all his eggs in just a few baskets, then watches those baskets very ...
This is a fairly long article from Motley Fool, but it's one of the best I've read in discussing the actual benefits of owning a large number of stocks as...
Eric, Losing that much money felt like what you can probably guess - I was devastated. I went from feeling that it wasn't real (I remember I posted a one-day...
It has been very interesting for me to read the last few posts, as Bing's experience mimicks my own, and Eric's philosophy closely identifies with mine. The...
I've always thought that telecom was the tech sector that was hammered the hardest - you had all of those failed dot-coms that had been buying telecom...
I guess I'm the inverse of the "never lost more than 5%" traders--at one point in 2002, I retained no more than 5% of my investment; I'd lost 95%. And that was...
I guess there are a lot of one-stock people in JDSU, and it's a tribute to their stock-picking abilities that they happened to wind up here, in this stock....
Took 500 Avanex @ 4.89, 500 Sycamore @ 4.34, 500 Ciena @ 5.63 JDSU refuses to come in. Just too strong a stock to pullback. I think JDSU is clearly showing...
Iseewhatyousay wrote: "I guess I'm the inverse of the "never lost more than 5%" traders--at one point in 2002, I retained no more than 5% of my investment; I'd...
Ok cypress737, you had to be enticed by the drop in JDSU stock today... I could not help myself today. However, I did sell in A/H with the jump in price. ...
Jack Handy wrote: "Ok cypress737, you had to be enticed by the drop in JDSU stock today...I could not help myself today. However, I did sell in A/H with the...
JDSU obviously isn't trading in step with the rest of the component suppliers here (and with the rest of tech, for that matter) and that's led some to wonder...
Cypress, You make some very valid points about JDSU. I believe that if JDSU enters into M&A with another company, JDSU stock should not go down in value like...
You have a good point about Juniper vs. JDSU -- the main problem with the Juniper deal (or at least what critics chose to complain about) was Juniper's paying...
