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

To: Hands Off who wrote (5319)	1/27/2000 7:49:00 AM
From: t2	Read Replies (2) \| Respond to of 24042

I believe those that wanted out of JDSU, have already sold. The QCOM blowup yesterday helped speed up that process. Look for many of the sellers to time a re-entry to JDSU. In addition, expect to see a lot of short covering as the stock moves higher. Then new short sellers and profit takes come into the stock after a gain this morning and then being blown out later in the afternoon. Then we go up big. That is how i see it. My reasoning is that the weak hands have been shaken out prior to earnings. Sycamore announces 3 for 1 split. JDSU great earnings and growth rate. I can't say about the rest of the tech sector but optical should soar today.

To: Hands Off who wrote (5319)	1/27/2000 10:15:00 AM
From: pat mudge	Respond to of 24042

I was a little disappointed in Joseph's response to the R&D breakout question concerning the acquisitions. I would have hoped to hear more detail. In the ETEK CC, KK mentioned that one big advantage to doing these acquisitions is that duplicate research can be eliminated thus freeing up hard to find research talent for new products. I continue to feel that research is critical to maintaining the technological edge required to succeed in the long term given the number of startups in this area and the fact that LU/NT/TXN/Corning are all working in this area and have very deep pockets. For example, the pure optical switch is extremely important and no guidance was given in this area. Joseph joined the CC late due to being caught in a snow-storm (if I understood their comments about "lost in the tundra" right), and wasn't really up to speed when he made his comments. I certainly wouldn't worry about their ability to manage R&D efficiently. Finally, one last concern of mine in the 'long haul' area was not discussed. It is my understanding that currently equipment is required to regenerate the optical signal every 125 or so miles. This is good for us since more equipment is required but bad for the companies that build/operate the networks since it is expensive. There are start ups working on next generation stuff that require generation every 2000 or so mile as opposed to 125. Obviously less equipment would be required if this comes to pass. I was hoping to hear some discussion of this and its potential impact to JDSU. I recall SDLI's Don Scifres being asked the same question and his reply was something to the effect you need fewer pumps/lasers, but their price is X10 or more the others. Net-net was not negative. I'm pulling the X10 out of my hat, but the net is correct. I wouldn't worry about JDS getting into all-optical switches themselves. Again, as I understand it, they'll provide the components/modules to those who do. Interesting note from yesterday's PhotonicsWest, every time I spoke with anyone I wrapped up my comments by asking who I should look at while at the show. Almost without exception, JDSU and SDLI were mentioned. The general feeling was if you didn't own anything else, you should own those. Needless to say I had a few smiles when I said I'd owned them for years. A couple others I'm looking at, but I have to do some DD before mentioning names. Pat