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

To: Jill who wrote (4290)	1/11/2000 2:19:00 PM
From: Guardian	Read Replies (1) \| Respond to of 24042

only one: you must be a short trader

To: Jill who wrote (4290)	1/11/2000 2:30:00 PM
From: Master (Hijacked)	Read Replies (1) \| Respond to of 24042

Hi Jill...this constant fear about rate hikes is, IMHO, nothing more than an empty threat in an effort to control the markets and keep them from going overboard. The economy in Europe has picked up considerably. I do not think government here will jeopardize our growth with rate hikes. Just view the threats as buying opportunities as many will be scared into selling. regards, Master

To: Jill who wrote (4290)	1/11/2000 2:33:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 24042

I bought JDSU calls when underlying was at 110 (split adjusted)...sold today w/underlying at 204. JDSU has market cap of 56.5 billion; run-rate revenues of 1 billion this quarter (that means, 250 million in revs for the quarter), I believe. Like QCOM, the assignment of a market cap at this point is pretty arbitrary--best to pick a personal "comfort point". I will be back in JDSU, after the next "drop" (maybe there'll be a runup to 265 and then a "dip" back to 215, LOL! but I think the "meat of the swing" up from 213ish presplit has already happened and more consolidation needs to happen for me to be comfortable [you are free to disagree]). Many ways to skin a cat; find what you are comfortable with. I'd rather play the "little guys" (SDLI and ETEK) at the moment.

To: Jill who wrote (4290)	1/11/2000 2:47:00 PM
From: Hank Stamper	Read Replies (1) \| Respond to of 24042

I began to raise cash today, starting with a significant portion of my JDSU holding. There is simply no fear in the market right now and that is a big problem. Ciao, David Todtman

To: Jill who wrote (4290)	1/11/2000 4:05:00 PM
From: Michael Dean	Read Replies (2) \| Respond to of 24042

Jill and all Certainly the market is showing concerns about interest rates, but Mr Greenspan has to walk a very tight line. If you subtract out increasing healthcare costs, the remaining rate of inflation is very low. Deflation is a real possibility and is too frightening to contemplate. Would you by a car this year if you knew the same car would be cheaper next year? Only if you desperately needed it, or if it was vastly superior to the one you own. Unemployment is very low for sure, but most of the new employment has been in lower paying and part time jobs, many of which could be eliminated by further capital investment, imports, etc. The holders of many of these jobs would happily move up - it is a training and education issue. Too large a rate increase could choke off global growth at just the wrong time and push us into a deflationary spiral. As I said he has a very fine line to tread and I think Mr. Greenspan's hope is that scare tactics and some small rate increases, along with continuing productivity gains, will hold inflation to about its current levels. I hope he is right. Scaring investors like us, who hold large paper profits is another way to cut back on demand and reduce inflation. I think one preemptive raise of .25 to .5% is all we will see unless inflation surges wildly, BWDIK?