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To: SJS who wrote (11577)	1/21/2000 2:24:00 PM
From: drsvelte	Read Replies (1) \| Respond to of 14427

Cramer & JDSU... Just Don't Sell Us By James J. Cramer 1/21/00 11:29 AM ET Click here for the latest from James J. Cramer. We have listened to you readers who say to go with the best of breed with the best management and don't sell. We have heard the siren songs of those who would have you believe that every dip is an opportunity. And we just bought 1,000 shares of Just Don't Sell Us down 5 bucks. Don't know what stock Just Don't Sell Us is? That's the name I am switching JDS Uniphase (JDSU:Nasdaq - news) to on our position sheets. We are done with calling it JDS Uniphase because that sure doesn't cut it. That's not what it's about. That doesn't get the point across: Don't sell this stock. Join the discussion on TSC Message Boards. This morning at our research meeting, eager to incorporate the Broadcom (BRCM:Nasdaq - news) phenomenon into our thinking, I brought up the notion of staying long the highest-quality stocks we have, even after they had run. I took a step further. I said on any weakness, I want to build the best of the best. That meant Just Don't Sell Us. It is the best of breed with the best of management in a soon-to-be-dominant industry. And I am getting the name in the sheets changed to Just Don't Sell Us to remind me next time the stock is up 60. Otherwise we will have another Broadcom on our hands. Random musings: I read the piece this morning about Wells Fargo (WFC:NYSE - news) canceling calls, and I immediately pulled the file so I could short the darn thing. What the heck are these folks thinking? Why don't they just hoist a red flag on top of headquarters?

To: SJS who wrote (11577)	1/21/2000 7:09:00 PM
From: Thean	Read Replies (1) \| Respond to of 14427

Steve, I think TOC could be in the process of being discovered. We all have seen what happens to MTSN when it became "discovered". I think we may have another MTSN in TOC. Chart wise TOC is now at 52 wk high but not multi-year high (which is 19-20). I think with the new discovery, TOC can make $19-20 easily. Thanks a bunch. siliconinvestor.com