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Non-Tech : The Critical Investing Workshop

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To: Jim Willie CB who wrote (25043)	7/11/2000 7:01:29 PM
From: Jim Willie CB	Read Replies (2) of 35685

just got message from Greg Mullino in France I hope he doesnt mind a brief capsule summary of his message he thinks that JDSU is dead money for a brief spell as the deal proceeds thru the regulatory process... but he will be looking to buy if/when a price between 80-90 presents itself... (not to say he expects it, but his plan)... he thinks the combined merged company will be powerful personally I believe JDSU will attempt to get up and walk not run, but will have trouble doing so... in August at some time I attribute a 90% probability that JDSU will be available for between 85-88... maybe not for long he loves the "Cisco's to be": SCMR, JNPR, RBAK especially Sycamore I like SCMR also, and have followed it since before it was public... they are from Westford Mass you can get a nosebleed buying such stocks but they are up&coming monster leaders / Jim

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