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

To: Boplicity who wrote (4357)	1/12/2000 1:09:00 PM
From: t2	Read Replies (1) \| Respond to of 24042

Greg, Excellent analysis on the market conditions. I also take ETEK's earnings and the stock movement as positive. In addition , the other big player SDLI is up today as well. ETEK CEO this morning continued with the capacity not meeting demand theme that we have been hearing. He also mentioned that internet doubling every 100 days meaning ever increasing demand for optical networks to handle the increase. I believe he was referring to internet traffic. As for JDSU, at least we have earnings upcoming. In a flat market, JDSU could see significant gains ahead of the numbers. The seems to be so much talk of JDS being on a roll that we should go into earnings at all time highs. One week before earnings would be good time for the runup--ie next week since the earnings are on jan 25 or 26.

To: Boplicity who wrote (4357)	1/12/2000 2:24:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 24042

Greg, going down again after RSantelli/CNBC reported that productivity might have been overestimated in the past and so there may be " less protection " from inflationary pressures. Bond up to 6.71% past the magic 6.7% because of over supply. As 4 PM approaches, if this continues, folks may not want to be caught flat footed and everybody tries to get out the door at the same time. JDSU may trade at 175- 180. Would you buy it there? TA Message #4357 from Gregory Mullineaux at Jan 12 2000 12:55PM As I stated on the QCOM thread, I want more JDSU, but I want to buy it during better market conditions. Better market conditions could mean two things. After a very large sell off, I would be a buyer, or if the market stabilized and started to move higher, I would average up. Right now I can't tell which way it is going, it's seems to have a bias to the downside. IMHO, Last week changed market perception. Perception is everything in the market, I feel most players are coming around to the thinking that the market will be selling down short term. We get INTC earnings this PM, that will be a tell as was YHOO and ARBA. ETEK reported yesterday, they had a great report, as did YHOO and ARBA, but ETEK is up after earnings, while they are down. I love stocks that go up before earnings, then continue to go higher, I see ETEK reaction as vote of confidence in the optical sector, while YHOO and ARBA reactions as an sign of excess.. How long it takes to work off this excess, is anyone guess. Greg