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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: T L Comiskey who wrote (9698)	10/25/2000 11:17:17 AM
From: Dalin	of 65232

Jim Jubak's post of today on the MSN Message Board. "JDSU reports on Thursday after the close. If the company reports great revenue--as PMCS and SDLI did--then the NT story will be a dead item. Everyone will remember suddenly that NT's optical business did show 90% growth year over year. (That wasn't high enough, apparently.) If JDSU confirms fears of slowdown from NT announcement, the sector will be in trouble again. I think the odds are for a good announcement from JDSU--but it's certainly not a lock." :0) D.

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