The Black Box

[wahz]

cien is a big mess...scmr is eating their lunch and their attempts to diversify and the rd spending they kept up through 01, 02 and 03 were a waste...in any case ths systems guys will be the last to see the recovery but scmr has been managed their business as well as possible imho...


component guys jdsu and avnx seeing double digit seq growth, for now, but no one cares yet.mrvc had great numbers too. when fnsr reports, they should also see a similar trend.


the vast majority of folks are positioned to protect their o ring...so naturally oil news gets their attention