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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Nick who wrote (31010)	2/13/2001 6:17:07 PM
From: CAtechTrader	Read Replies (1) of 65232

Good take on JDSU CC: Swiss Plant counts for half the haircut by: opticsanalyst 02/13/01 06:15 pm EST Msg: 228033 of 228033 Of the 4 cents JDSU has haircut for first quarter of 2001, 2 cents of it are for loss of earnings from the Swiss plant. So we are really talking about only 2 cents now and that is certainly well priced in here. In addition remember JDSU gets $3 billion of NT stock for the plant, now that is real value,(and that NT stock shall be worth much more soon) right now, which well more than compensates for the 2 cent Swiss haircut. This CC has made me see that JDSU is a compelling buy at these levels. Most sell side analysts won't recommend until JDSU is back above $60, which will be very soon.

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