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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Percival 917 who wrote (8624)	10/18/2000 5:49:02 PM
From: Jim Willie CB	Read Replies (2) of 65232

Joel, I am afraid gignetworkers needed ambiguity of unrevealed earnings to keep them up in this nasty envmt now that news is out, must regain momentum all over again their valuation is tied to y2002 revs/eps next on the chopping block are fiberopts JDSU closed firmly below 90 today never got off its back I maintain (with RRick whispering in my ear) that JDSU will be one of the biggest performers in the next 4-6 months damn, I feel lucky selling my calls when X was 121- did NOT want to take chance of this carving much much more lucky than smart / jim

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