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Technology Stocks : JDS Uniphase (JDSU)

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To: Jill who wrote (3654)1/3/2000 12:29:00 PM
From: t2  Read Replies (1) of 24042
 
Jill, I bought March 185s. I am not just betting on the move up relating to earnings and the stock split.
I am speculating of the S and P addition, which i feel is inevitable. That is why JDSU is my largest position by a mile.

I looked at other companies in the last couple of days for others which are included in the S and P but have about the same 12 revenues----ex Global Crossing.
However, their market cap and growth rate can't match JDSU.
If we keep going, it will only create more pressure on S and P to do something. This is become a very large company that will cause problems for some index managers when they are forced to buy it.
I believe the market cap of JDSU will be much higher than Yahoo was when S and P decided on that stock for inclusion.

That is why i prefer March 185s or even higher (small bets of course).

good luck.

BTW--i would have been more aggressive had it not been for that interest rate worry---which could cause short term volatility.
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