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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Ned Land who wrote (3450)	12/29/1999 8:52:00 AM
From: reg	Read Replies (1) \| Respond to of 24042

Yeah, its getting nuts. $590 a share makes them as big as Ford and Disney combined. Let's get real. Lots of comparisons to Intel but Intels products are produced to be obsolete in 6 months to a year. So they are constantly being replaced. Huge demand for fiber now but it's hard to argue that it will be constantly replaced like Intel/Microsoft products.

To: Ned Land who wrote (3450)	12/31/1999 8:50:00 PM
From: jay silberman	Read Replies (2) \| Respond to of 24042

"Do you understand the logic of this? The stock's going up, so we'll say its going higher?" The logic is quite clear; whether it's responsible is another story. These analysts are basically saying that all this stuff is not hysteria, but in fact a technologically-driven productivity revolution that (at these prices) will continue unabated for 10-20 years. As that deep thinker Ronnie Raygun once said (in a different context): "Trust, but verify." Loosely translated: "Have your sell stops in place." jay