Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lee who wrote (4463)	1/14/2000 7:42:00 AM
From: t2	Respond to of 24042

ragingbull.com AOL TimeWarner merger discussed--and need for broadband. Mentions both NT and JDS. Story from National post--from the ragingbull message boards. Note that JDS is refered to as a Canadian company. We find that happens on many Canadian news reports--also due to its large operations up here (JDS Fitel).

To: Lee who wrote (4463)	1/14/2000 2:23:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 24042

I'm glad the market responded positively to Greenspan's comments. I was pretty worried last night, thinking he was pretty clear on the need to take action. I guess I wasn't aware of what the Street was expecting. It's all in the nuances. Bottom line, the Fed's going to tighten but it'll be for our own good. Short term pain, long term gain. Small comfort all our taxes are helping keep the economy in balance. :/ Pat

To: Lee who wrote (4463)	1/15/2000 10:08:00 PM
From: Hank Stamper	Read Replies (1) \| Respond to of 24042

"Market should be happy today because of INTC's earnings and the Fed only making a 0.25% adjustment.<g>" Do not be fooled. The Fed may make a .25% "adjustment" or it may make a .5% change (less likely). The problem for investors is not in any single adjustment. The problem is that the FIBER (formerly CICBR) leading index of inflation shows a very strong bias for future inflation. That is why Greenspan will raise rates. And, here's the real rub folks, he will keep putting the brakes on until FIBER is clearly tamed. Remember, it is not just the Fed funds rate that he manipulates. He has been putting the brakes on money supply too. And that does not get reported by the press so that brake occurs by 'stealth.' The situation looks rosy. But it ain't because he will brake and brake and brake and brake.....until the economy has clearly slowed. In this process, what will happen to the Everest-like p/e stocks such as JDSU? I sure do not want to be the last one on the dance floor when the music stops. Ciao, David Todtman