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Technology Stocks : JDS Uniphase (JDSU)
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To: t2 who wrote (19816)3/30/2001 12:10:44 PM
From: Tunica Albuginea  Read Replies (1) of 24042
 
t2, I wonder if JRoth had a secret plan ( possibly with JDSU'as management quietly acquiescing ? ) that goes like this:
He warns heavily on the day the LU IPO is coming out.The IPO tanks.
Result :LU has less money now to meet all their multiple financial problems.
Thus less ofa competitor to LU.
Side effect:It may be forced to sell the fiberoptic cable division to for less money,
in which case JDSU may become a viable purchaser of it.

What was the need for JR to warn again, when he already had done that earlier in Feb when he said
" there is no visisbility "? Why warn again and anger shareholders?
He had already fulfilled his SEC duty.
This is why I think that perhaps there was an ulterior motive.
Only Macchiavelli could have planned and executed better....

Just speculating, while waiting for the Quarter to end.

I note that what is helping keep NAZ up today is NT ,GLW, CSCO and to a lesser extent JDSU.
NAZ bounced off it's all time low,

TA
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