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

To: SJS who wrote (5643)	1/29/2000 10:47:00 PM
From: N. David Lessani	Read Replies (1) \| Respond to of 24042

SJS Here is a brief of what Jim Cramer said: He was comparing the recent results of DELL(Negative) QCOM(negative) with JDSU(Very positive) He said PRO evaluate a company for their find on the basis of: 1. " Is the company doing better or worse than Wall Street thought." 2. "Is its stock cheaper or more expensive than it should be given those results" 3. "Even if the stock is cheaper,is there some alternative investment than could even be better for our fund." About JDSU he wrote: " Take JDSU which reported last night, when I go into Matt "JUST DON'T SELL US" Jacob' office as he listens in on the call, he is not doodling on a pad, or reading Sport Illustrated or checking out KNICKS.COM . He is looking at his model of what he expects JDSU earn in the future, a model built on expectation arrived at through working with the company and with Wall Street analysts. Matt painstakingly put together these models. He does a regular model and then a stretch model to see whether the company is really firing on all cylinders, in this case, JDSU exceeded his stretch model. Or, as he put it << THEY DID NEXT QUARTER, THIS QUARTER>>, he loved JDSU."