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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Mr.Fun who wrote (14609)	5/1/2000 6:42:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 21876

OT Mr. Fun, In the Morgan Stanley report printed in February, they also cite that JDSU would encounter increased competition in their component business but also that JDSU is migrating towards building modules for their customers. As a result, MS was bullish beyond the near term. Does this product migration benefit JDSU in a more competitive components market? Thanks for your insights. tp

To: Mr.Fun who wrote (14609)	5/10/2000 10:39:00 AM
From: Mighty Mizzou	Read Replies (1) \| Respond to of 21876

Hello Mr. Fun, I was poking around and remembered this post of yours where you said your firm recently bought some NT. #reply-13511782 Now Fun, you know I respect your analysis, it is usually very accurate and informative. Being the fund manager you are, you are privy to some of the latest info hot off the wire. This is why I couldnt understand the timing of your NT position and posted this question: #reply-13512487 Apparently you decided to ignore my comment which is OK with me, you are probably bombarded with questions every day. However I was wondering if you would care to revisit your line of thinking in this move. I just find it incredible in light of the FOMC, Cisco earnings, and BCE distribution, that your firm would take such a risk and is obviously paying for it today. Could you shed some light for us? Thanks!