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

To: William who wrote (3848)	1/5/2000 7:55:00 PM
From: t2	Read Replies (1) \| Respond to of 24042

William,Gateway is a box maker. What do you think a box maker and JDSU or QCOM have in common other than being on the naz and labeled techs? It's like saying caviar is going to drop because potatoes are down. I was getting at preference for sectors within tech. If a boxmaker warns, one may not be tempted to buy Dell, IBM etc. I am refering specifically to technology funds that may wish instead to put funds to work in other sectors that are unlikely to disappoint on the earnings front. I don't recall any of JDSU's competitors disappointing on earnings last quarter. Therefore, managers may be tempted to put in fractionally more money in the fibre optics sector or chips etc. I am just talking about investment tendencies with earnings around the corner.