JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Boplicity who wrote (13714)	10/30/2000 8:44:00 AM
From: Jim Willie CB	Read Replies (1) of 24042

Greg, thanks for the detailed reply.. got several points - capex is rising in forecasts - JDSU is rising fastest in growth among FO majors - JDSU is becoming the leading desired stock in the FO pack - the SDLI merger requires a very large integration in eyes of market (despite wholly owned indpt subsidiary plans) - this merger has served as a blanket for three months now - a NazComp base has already been built - the correction ends when the strongest fundamentally finally get hit - when FO sentiment improves, attention first turns to its leaders - plenty of JDSU overhead resistance, but clear path to 95-115 range agreed nothing will be immediate thanks again, Jim

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