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Technology Stocks : JDS Uniphase (JDSU)
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To: t2 who wrote (17263)1/26/2001 12:49:21 PM
From: michael97123  Read Replies (1) of 24042
 
What we are seeing this q reminds me of what we expected to happen after y2k. And you are right the confluence of the election quagmire in the midst of a nasdaq decline(orderly until the election), and a retail buying strike led to inventory corrections and what looks like a softer first half now to be corrected by Alan's rate cuts and W's tax cuts which will lead to a soft landing and a 2nd half recovery. Under this scenario I am a buyer now, particulary after rate cut 2, next week, regardless of whether it is a quarter or half point.
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