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

To: Guy Gordon who wrote (4407)	1/13/2000 10:42:00 AM
From: Guy Gordon	Read Replies (1) \| Respond to of 24042

CNBC 1/13/00 - 7:34:18 AM ..... committee on the value committee but i do the technology work there. Mark: So within technology, which do you think holds more promise, telecom world or the semiconductor world? I know they do cross paths but they're kind of separate worlds. >> Actually, the best stocks last year were ones that crossed the paths, conexant, pmc sierra, i think telecom is a hidden surprise, it works for jds uniphase and cisco, and we own a lot of clecs in the fund. Mark: Okay. On what theory do you own those? >> The fact that we think there's a revolution coming in the technologies use to provide communications services and that smaller companies will be more adept at adapting those technologies, names like covad communications. >> Ron, thanks, roll lapped, thank you, of the first american technology fund.

To: Guy Gordon who wrote (4407)	1/13/2000 11:03:00 AM
From: t2	Read Replies (2) \| Respond to of 24042

Guy, I have always presented a sound reason for JDSU being added to the S and P 500. However, i have never started a rumor that it will be added. I just feel it SHOULD be added. When a website (stockwinners.com)presents it as a rumor, that is like saying a certain company is going to issue a profit warning based upon a tip from someone who is a good source. Presenting a logical reason is not starting a rumor. Just look at the market cap of the companies not in the index and you will notice how JDSU stands out among them. A while ago, i thought the revenue for the company was the barrier. However, i have noticed that Yahoo or GLBX is not much different. Furthermore GBLX (lower market cap)is in while JDSU is not. If the people at S and P feel that since Lucent and Nortel, big fibre optics players, are already in, they may want to wait on JDSU. In addition, when adding a large cap stock, it causes big spikes in stock price---Yahoo and AOL. However, not in every case---as i think QCOM did not rocket on the addition. People tend to remember the last one--Yahoo--which shot up big. One reason they could be waiting is that the merger of Uniphase and JDS Fitel took place in June 99. Of course all speculation on my part. BTW--i have been presenting this argument since September or October of 1999. I am still waiting.