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Technology Stocks : JDS Uniphase (JDSU)

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To: Kent Rattey who started this subject	4/12/2001 6:45:56 PM
From: djia101362	of 24042

NV(T2), It looks like you've modified your view on the optics guys. I know you were looking for JDSU and other optical cos. to underperform in the first leg up, and for storage and PCs to lead. I believe in the first to fall, first to rise theory. Optical was one of the first to fall starting the massive selloff in November. Storage was the last sector to fall and therefore based on my theory, I would not expect it to lead going up. If today is any indication, EMC is validating that theory. That doesn't mean it will hold true since I've been wrong most of the way down LOL. Maybe more like a one day anamoly if anything. Actually I really like EMC but right now just not enough capital to go around to buy everything I want. I've been loading up the truck w/ JDSU between 14-18, and bought more today, with whatever ammo I have. I've only got a real small truck right now, know what I mean :) but I'm a darn fool and I'll buy this market all the way back up. Hopefully, I'll be driving a friggen 18-wheeler full of JDSU soon.

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