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Technology Stocks : JDS Uniphase (JDSU)

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To: Stocker who wrote (15194)	12/22/2000 3:33:01 PM
From: pat mudge	Read Replies (4) of 24042

Now we know why he said he didn't like JDSU yet yesterday. Actually he was saying a week ago that he was worried about fiber because none of the big co's in the industry had yet to blow up save Lucent. Just one, a CSCO, NT, JDSU, SDLI, etc., would do a lot more damage to the group IMO. Note that he also says he's has no position in JDSU. And why would any of the others have to blow up? Lucent blew up in part because it missed the 10-gig/OC-192 market. The others stand to benefit as a direct result. Saying the others will have trouble because LU had trouble is flawed logic. That's so wrong. Just because one calls himself a long-term investor doesn't mean short-term trends should be ignored. If anything, short-term trends help you pick entry points on companies you like long-term. Just ask recent SUNW buyers about how understanding the short-term trend might have helped them save a bundle or at least be able to buy more shares. SUNW's done nothing but go down in a straight line for 2 months. Those who saw the way things were shaping up and stayed out can start now at 0%. Those who said "what the heck, I'm a long-term investor" and jumped in at what seemed like a cheap prices only to lose 25% now have to claw their way uphill for maybe a year or more just to get back to their starting point. Even paying attention to the trend in JDSU would have saved long-term value hunters a lot of dough in buying JDSU today vs. yesterday. I was not referring to entry points when I made my remarks. I was referring to jumping out because a hedge fund newsletter editor downgraded a stock based on his own leanings. Cramer shoots from the hip whenever it pleases him and I'll be damned if I'm going to bail when I know a company probably a lot better than he does. In a perfect world, we'd not run the stocks up more than they deserved and not run them down with the same reckless abandon. However, that's not really what traders want. In a far from perfect world, we are to market manipulators as flies to wanton boys. . . Pat

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