JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: CAtechTrader who wrote (18454)	2/13/2001 8:17:17 PM
From: CAtechTrader	Read Replies (1) of 24042

The Bears got their warning, but not the warning they wanted on JDSU. The Bears problem now is, what else can they look forward to with JDSU to press the bear case? I would now argue: nothing. The economic slowdown is in the pie, lowered expectations in the pie, lowered telecom spending in the pie. So what next? The reverse of all of the above. I believe the intelligent bears will begin to cover and perhaps quickly as there is little left in JDSU to press the downside. Even the arbitrage sell side pressure from the SDLI deal is over tomorrow and new buy side pressure to re-weight the S&P begins. On a forward looking basis, I thought JDSU management was quite upbeat. Insatiable demand for JDSU products lurks just beneath the surface.

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