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

To: Boplicity who wrote (7463)	3/10/2000 1:05:00 PM
From: Venkie	Respond to of 24042

Hell Greg. Its only went up a zillion pts in a couple of months...2 splits........who really gives a shi%%& is it takes a breather....Those that bot a couple of months ago hv sooooo much cushion...I want the thing/thang to go below 200 so I can do what I should hv done earlier...this is my 2nd split and I still don't hv enuf shs....Gv Uncle Sam his part and chase it and see if its worth trying to time...Its a great company with great potinial....

To: Boplicity who wrote (7463)	3/10/2000 2:30:00 PM
From: SL2	Read Replies (1) \| Respond to of 24042

Gregory, for what its worth. Just got back from the FO Conference in Baltimore. In addition to the exhibits, I went to a one day executive forum hosted by the Optical Society of America (OSA). For the most part a lot of very technical presentations by a host of private companies etc. There was however a short "Wall Street Perspective" presentation. One of the key points the speaker made was that by 2005 the industry will be in excess of a Trillion in combined market cap. He stated that historically the two leaders in an industry account for 50% of the total. With some extrapolation that could well be GLW and JDSU. That would be a market cap of 250B or better. Sounds like a long-term buy, continue to add to the position & hold strategy to me... assuming JDSU can continue to execute. SL2