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Technology Stocks : JDS Uniphase (JDSU)
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To: Raymond Duray who wrote (13581)10/27/2000 10:50:30 AM
From: K. Bloomquist  Read Replies (1) of 24042
 
Thanks for a fantastic post. Regardless of the true nature of demand for optical equipment, the perception of that demand among many big-money investors has changed to 'possible top', for the very good reasons as outlined in your post. They will think (and act) like each quarter will be the top, never committing their money to the sector, and consistently shorting the stocks, until the top finally does come. For now it may be a no win situation. Two possible saviors; some big aquisitions at substantial premiums, and/or absolutely huge money (ie Janus and Invesco) become convinced that demand is not slowing for the next year and throw more of their dollars in. Invesco has had large inflows and seem to be committed to the sector.
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