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Strategies & Market Trends : MDA - Market Direction Analysis

SPY 681.44

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Nov 10 4:00 PM EST

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To: Stephen M. DeMoss who wrote (61376)	10/24/2000 10:22:39 PM
From: Stephen	Read Replies (1) of 99985

Steve D. Personally I'm not sure about the optics unless the discount gets bigger. LU slow optics business I put down to poor execution, GLW's slowing growth forecast sounded like capacity constraints, NT's miss of 90% growth which is no increase on last year and down from 180% last qtr they blame on a number of things ... inventory build-up, lack of installation personel, amongst others. But it was a big miss. And then there's the rumour that JDSU might miss projections. If one believes in the roach theory .... if you get my drift. Tech in general looks dodgy ... telecoms, net, networkers, semi's, hardware, software, wireless ... and now optics ...are there any 'safe' sectors ?. Even the leading storage co's (EMC & NTAP - I know -diff tech) look weak. Interesting times ...... Regards Stephen

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