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Technology Stocks : JDS Uniphase (JDSU)
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To: John Carragher who wrote (13194)10/23/2000 9:20:49 AM
From: Jim Willie CB  Read Replies (1) of 24042
 
really debatable whether Abelson hurts monday morn stocks

th guy has busted my sides open
he has a great 10-yr perspective
but often it totally overlooks changing mega-trends

in last weekend's edition, he makes a good point on AMZN
disparity between bond value and stock value
bonds price in 50% likelihood of default in future years
sure, its stock took a 50% haircut
but the stock still contains large valuation

in premarket, AMZN bidding a bit lower
not trashing the stock yet
/ jim
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