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Technology Stocks : JDS Uniphase (JDSU)

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To: pat mudge who wrote (15794)	1/4/2001 11:01:25 AM
From: Tunica Albuginea	Read Replies (1) of 24042

Pat, I hope you are right "there's a lot of room for upside." Added at 50. At least I know who to come after if JDSU tanks :-) PS: Alan Murray WSJ/CNBC just said Greenie likely to come on TV next week and say a couple of kind words about tax-cutting. About time..... vbg TA ================================================= Message #15794 from pat mudge at Jan 4, 2001 10:29 AM Not withstanding how the market reacts, there will be much more negative earnings news coming, downsizings, and economic weakness. Isn't warning season over for now? For those companies with calendar quarters, they would have warned within the first few days of the year. As for carrier spending, I believe the bar is so low and so much negativism built in --- in addition to carriers historically under-estimating --- there's a lot of room for upside. Greenspan did not let the global economy slide into recession in 1998 and he's not going to let the US go over the brink now. I'll be following earnings' CC's as usual, watching for specifics on NG spending versus voice. Pat

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