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Technology Stocks : JDS Uniphase (JDSU)

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To: sam who wrote (15598)	12/28/2000 4:05:18 PM
From: SJS	Read Replies (1) of 24042

I am suggesting to read the piece and think through one person's opinion as you decide for yourself. As each investor tries to piece together the reasons for this selloff, and what will happen next, data gathering is important. If folks don't like Cramer, there are plenty of others that you can read to test their ideas out. My own personal opinion is that I believe the demand is temporarily moderating from mega/ultra torrid growth we've seen. That ONLY means that we don't grow at 500% a year, we grow at 300% year (as an incorrectly quantified, but correct analogy). Will we return again to the former days of yester-year (Lone Ranger lingo....)? I don't know, but suspect not to the initial ramp growth rates. I am always searching/waiting for more data to corroborate my hypothesis. However, Jon Joseph of SSB semicon calls this summer were prescient. If you followed his advice, you'd have very little semicon holdings now and would probably be much wealthier (if you owned semicon stocks). Steve PS: There are already people parading onto CNBC that are indicating that MSFT will never see their old growth rates again. Do you agree with that hypothesis?

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