JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Boplicity who wrote (8224)	3/31/2000 6:20:00 PM
From: sam	Read Replies (1) of 24042

Greg: I'm not disagreeing with you about the next three weeks w/r/t JDSU. We may have some sideways trading. And, you are right, if the tech market pops, JDSU will too -- as it is still THE hot stock right now in the hot space imo. That, of course, can change in a heartbeat. But if it does pop it just may take out old highs...as they are not that far off. Now, I do disagree with some things in your post. IMHO the difference between a normal consolidation (that may take up to 60% or so off recent gains) and a revaluation of a rev and earnings model involves much more than semantics. In the former, the company very well may be running to new highs after the consolidation is through. In the latter, it may or may not be the case as the street's expectations for the company have fundamentally changed (in the case of B2B -- for the worse it seems).

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