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

To: Boplicity who wrote (10508)	5/25/2000 9:27:00 AM
From: Frank Ferrari	Respond to of 24042

From briefing 09:10 ET JDS Uniphase (JDSU) 83 1/2: Deutsche Banc Alex. Brown initiates coverage with a STRONG BUY; says company has unparalleled competitive advantage and is best way to play the optical sector.

To: Boplicity who wrote (10508)	5/25/2000 10:30:00 AM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 24042

Greg: Re: " CSCO's outrageous PE ". That has been the case since 1993 and 1000%+ appreciation since!!! Market does not look at it that way. Right now CNBC reporting that: Last 45 minutes CSCO volume = 24 million shares Last days' average vol = 64 mill shares LARGE Buying blocks of 200000 shares coming in in rapid succession. One Institution has THREE PERSONS doing the block buying right now. Naz is going up. Dow is weakening. Exacttly the same thing that happened Spring of 99 . We may see some side movement next 8 weeks but I believe we have started yesterday the summer rally. I think for THE BIG CAPS their value at Naz 3000 is now support. We may get a pull back middle 2 weeks of June for CPI and options expiration but we are doing a great consolidation here. Getting ready to break above 100 in next ?1 - 2 weeks? Telecoms will not slow in a slowing economy. This IS the LIFEBLOOD of The New Economy. I think KK is replaceable. Very few of us are irreplaceable. The reason otical went up during KK's tenure may have been because the time of opticals had come. KK happened to be at the right place at the right time. Certainly he had foresight and that helps. But don't discount other people's abilities. IBM did just as well with L. Gerstner as before, All IMHO back much later TA

To: Boplicity who wrote (10508)	5/25/2000 12:53:00 PM
From: Brian Sullivan	Read Replies (2) \| Respond to of 24042

I'm not impressed with how JDSU has been trading recently. I noticed that for the last 30 days or so it has simply been tracking the NASDAQ 100, very closely, seldom deviating more than 2% from the QQQ. Here is a thirty day chart: siliconinvestor.com On MSN investor you can even see the intraday charts almost lineup minute by minute: 10-day intraday charts for JDSU and QQQ: moneycentral.msn.com

To: Boplicity who wrote (10508)	5/26/2000 2:05:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 24042

, CSCO still sports an outrageous PE. Too bad the market can't take CSCO down and leave the others alone. BTW, I spent the day in the San Jose area and if aliens landed from another planet they'd definitely think Cisco ruled the world. In the area around Montague Parkway and Tasman Drive there are miles of Cisco buildings one after the other. I also heard Cisco's setting up an office in Munich, right in Siemens' back yard. Hopefully the market will ignore the fact they're still over-valued and recover anyway. Pat