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


To: MileHigh who wrote (4490)1/16/2000 12:11:00 AM
From: Hank Stamper  Respond to of 24042
 
Mile,
Here is an excerpt, followed by a URL at the Dismal Scientist web site where the full text may be found. Perhaps you may want to look around the site for other information.

?The latest release of the Leading Inflation Index by the Foundation for International Business and Economic Research suggests that inflationary pressures over the next several months will continue to pick up.?

dismal.com

Ciao,
David Todtman



To: MileHigh who wrote (4490)1/16/2000 10:08:00 AM
From: Jill  Read Replies (2) | Respond to of 24042
 
I disagree with Totman a bit at this point. Since CPI and PPI were tame, .25 is priced into the market, and Greenspan's speech was pretty encouraging, I think we're in good shape. However, I posted some snippets from Option Investor newsletter over on our Options G&K thread, as he points out we are probably still due for a general correction in February. It just happens. Moreover, he says we will probably have an earnings runup for JDSU until Jan 26. So short term it looks very good; long term it also looks great. My feeling is JDSU will be one of the stocks that makes a big runup this year. I've got a lot of QCOM, long and leaps, and some April calls I have to get out of, but now I'm going to start focussing on JDSU. So a correction would be pleasing, in order to load up.



To: MileHigh who wrote (4490)1/16/2000 10:34:00 AM
From: Jean M. Gauthier  Read Replies (2) | Respond to of 24042
 
Indeed...

I am so tired of people seeing inflation under every rock, in 1999 the inflation rate was the same or lower than 1965.

Inflation is dead, period.

I know NO companies (apart from monopolies) that can raise prices.

I know almost nobody getting over 2-2.5% in raises, unless it is stock options...

I SEE people doing very well as IT (and other) contractors with their small businesses, put they are saving on taxes (by paying themselves low salaries)..

I see people (those w/o IT skills primarily) falling behind in some cases, depressing average incomes.

I see no inflation.

The price of OIL has DOUBLED this year, and where is inflation... in the 2.5% range ?

WOW !

But nobody says this, the fearmongers are everywhere...

AS well, the REAL RATE of RETURN (Interest rates - inflation) is among the highest in living history...

JMHO

Take care
Jean