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Technology Stocks : JDS Uniphase (JDSU)
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To: FlameMe who wrote (17643)2/1/2001 11:02:26 PM
From: t2  Read Replies (2) of 24042
 
First that is a story by Scott Moritz (street.com) who thinks he is some sort of expert on the sector. He does not act like a reporter who provides facts and opinions from different viewpoints. That is why his stories have Zero value and I don't read them. In this case i did read since you had posted it on this discussion board.
His "reporting" is basically to only find people who will agree with him. Anything else is unacceptable. Even if a company provides a perfect report and outlook, he will still try to put a negative spin on it--trying to be an analyst.

Secondly, Interview with someone from Bluestone Capital???
I think he is now desperate to find people who will continue to agree with him even as the FED is easing and corporate bonds are being issued all over the place.

That is all there is to it.

I read a lot of the street.com but this is one "reporter" that is not worth paying attention to.....(to repeat) as the FED is easing. To listen to him will be too costly in missed investing opportunities in the present environment, IMHO.

We are now see semiconductor stocks go up when they issue earnings warnings. The networkers/optical companies are only indicating a slight slowdown. If investors can buy semis (even ones with PEs above 40), they will start buying the growth stocks very soon (networkers and optical).
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