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Technology Stocks : JDS Uniphase (JDSU)
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To: Kent Rattey who started this subject12/21/2000 8:26:00 PM
From: t2  Read Replies (2) of 24042
 
Agree with Cramer (on CNBC this evening) that financials are a great sector to be in. He also listed EMC, Cisco and some other stock that I forgot about as favorites.
Has no short positions. Hates optical.

I disagree on optical but think he is right on in the other areas. Maybe he just does not understand JDSU's biz very well.

Financials should be the leaders in this market going into the new year. Tech will be a good spot as well.
Both sectors will benefit in anticipation of lower interest rates.
Actually, the rally should be broad based and it makes no sense to just hold stocks in one sector as so many are doing. I am avoiding defensive sectors like energy and consumer non cyclicals like food stocks.
I would also note that options are also cheaper in other areas if people are interested in taking risks.

good luck
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