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Technology Stocks : JDS Uniphase (JDSU)

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To: Hank Stamper who wrote (5424)1/27/2000 8:10:00 PM
From: Kent Rattey   of 24042
 
What factors lead you to go to so much cash?

Well, I have been experiencing some really dramatic swings in the portfolio. QCOM got destroyed over great earnings and normal seasonality. LU been hammered and now its NT's turn. The expectations are too high, the Naz is tired, and were fighting the Fed. At least once a year you can't give tech away. When that happens, I'll load the boat with all the QCOM and JDSU I can handle.
Good Luck and I'll be back,
Kent
PS: Spare me the: "You'll be back at higher prices" <vbg>
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