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Technology Stocks : JDS Uniphase (JDSU)
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To: SJS who wrote (16465)1/11/2001 1:42:55 PM
From: Bill Holtzman   of 24042
 
However, your point is that to short it as a LT short, consistent short, you should have some detailed information and clear research to indicate it's permanently a dead meat situation (like a few dot coms that we all KNEW and considered LT unviable).

In JDSU's case, that's absolutely NOT true,

Steve,
That's the beauty of today's market for those of us with enough discretion to have significant cash on hand. The dotcom bust put the fear of god into all the weak traders. They bailed out of all high flyers because they don't get the difference. As most of us on this thread know, fiber is not some kind of speculative business model, it's real hard cash and lots of it.

Wish I were one of those people with discretion. :-)

Bill
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