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Technology Stocks : JDS Uniphase (JDSU)

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To: Tunica Albuginea who wrote (16896)	1/23/2001 6:47:34 PM
From: t2	Read Replies (1) of 24042

Very good news out of Compaq, BRCM, SEBL. This is important for the following reasons: 1. Compaq has implications for the whole PC industry including Intel, MSFT etc. Then there is the semiconductors stocks that depend heavily on PCs. 2. SEBL---this covers the software element in the market 3. BRCM---covers the high flier stocks. When you add the 3 point, we are looking for a broad Nasdaq move up, IMHO. It won't be confined to a couple of sectors. OK, maybe Biotechs may take a break but the rest of the Naz should be soaring. This why I believe we had our most important earnings evening this year--- better than the NT, AMCC earnings and the increase in capital spending plans by Intel earlier. AMCC/NT were confined to certain sectors only. Those were important but today's earnings just have so many implications for the broader tech market. Add the SUNW MSFT settlement news this evening on Java lawsuit and we have another uncertainty lifted.

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