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

To: t2 who wrote (5321)	1/27/2000 8:01:00 AM
From: Lee	Read Replies (1) \| Respond to of 24042

t2,..Re:.optical should soar today Only one left to report is SDLI on the afternoon the FOMC wraps up it's Feb meeting. <g> Optical Earnings Estimate Date Vendor Q (Zacks) Actual Revenues (yr/yr) Jan 11 ETEK Q2 $0.17 $0.20 + 87% ($72.5m) Jan 26 JDSU Q2 $0.16 $0.18 +119% ($282m ) Feb 2 SDLI Q4 $0.26 biz.yahoo.com biz.yahoo.com Cheers, Lee

To: t2 who wrote (5321)	1/27/2000 9:07:00 AM
From: RocketMan	Read Replies (1) \| Respond to of 24042

Many of us who have been in jdsu a while have also been in qcom since before the huge run-up, saw the mo crowd come in, saw them leave, and watced the post-earnings drop; but we are still in qcom, because we know that the numbers were great and consistent with their long range business plan. Concerning jdsu, I'm happy to see that the street is slowly becoming aware of this company's prospects, the same way that they slowly became aware of qcom. As you say, the mo crowd will come in, expectations will grow faster than the company will be able to deliver, and jdsu will likely also develop a bubble sometime in its future. But those of us who understand the value chain and emerging gorilla status of jdsu will remain here after that, as we have stayed in qcom.