Disappointing growth at Nortel has knocked down worthy highfliers like JDS Uniphase and Applied Micro Circuits.
My holdings include the supergrowers: Sun Microsystems, Corning, JDS Uniphase and Applied Micro Circuits.
That approach led to early, successful investments in Qualcomm, JDS Uniphase, NTTDoCoMo and Softbank.
During the last five years I've guided them into Intel, Sun and JDS Uniphase.
Broadcom, JDS, Uniphase, Sun, Lucent and MCI WorldCom came straight out of Gilder's Telecosm.
The Optical group has a little life in the form of Finisar (FNSR) and JDS Uniphase (JDSU).
Companies like Cisco, Nortel and JDS Uniphase are facing dramatically lower growth rates.
" US Bancorp Piper Jaffray cut JDS Uniphase to "neutral" from "strong buy.
The majority of analysts (66.7%) rate JDS Uniphase as a buy.
The majority of analysts (63.6%) rate JDS Uniphase as a buy.
Analysts are projecting JDS Uniphase to come in with earnings of 9 cents per share, down 10% from a year ago when it reported earnings of 10 cents per share.
For any technology investor with a sense of history nothing could be scarier than seeing the former JDS Uniphase atop the list of this year's best performers, with its old rival Finisar not far behind.
In addition to losing its digital subscriber line business, Nortel Networks (nyse: NT - news - people), a JDS Uniphase (nasdaq: JDSU - news - people) competitor, is losing its chief operating officer, Clarence Chandran .
Irrational exuberance and irrational pessimism is more pronounced in momentum investing whereby investors chase after popular stocks networking in the late 1990s like JDS Uniphase (NASDAQ:JDSU), Ciena (NASDAQ:CIEN), Cisco Systems (NASDAQ:CSCO), and Lucent-Alcatel (NYSE:ALU) that now trade at a fraction of their 2001 highs.
After almost a decade of fast growth, the leadership of Cisco Systems (NASDAQ: CSCO), Ciena Corp ( CIEN), JDS Uniphase ( JDSU), Corning ( GLW) and Ariba Inc. ( ARBA), and Lucent-Alcatel (NYSE: ALU) became complacent and arrogant with success, setting the stage for the eventual slow-down and downfall to irrelevance.
This means that, unless Netflix finds some magic way to fix its model or being acquired by someone, it is doomed to follow the path to irrelevance, as did Dell Computer (NASDAQ: Dell), Cisco Systems (NASDAQ:CSCO), JDS Uniphase (NASDAQ:JDSU), Ciena Corporation (NASDAQ:CIEN), and Lucent Alcatel (NYSE:ALU) in the last decade.
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Fund manager Rajiv Kaul has focused on a handful of relatively new companies, including high-speed router maker Juniper Net (nasdaq: JUNI) at 8.98% of holdings, semiconductor manufacturer JDS Uniphase (nasdaq: JDSU - news - people) at 6.09% and optical networking vendor Sycamore Networks (nasdaq: SCMR - news - people) at 3.14%.
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