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

To: Sultan who wrote (10919)	6/16/2000 10:14:00 PM
From: blaireo1	Read Replies (1) \| Respond to of 24042

This is from TVEyes... CNBC 6/16/00 - 7:17 PM... discount reporting. Any interest in the brokerage sector at this point? This last week was a tough one for this group. >> It's tough but they have the momentum behind them. If you looked at lehman's numbers today, they were very strong. Bear stearns reported very good numbers. We think morgan stanley is going to have a positive surprise. Second half you could have a pickup in the underwriting so we think, you know, morgan stanley looks like it's about from 82. So we would be buying them ahead of the news. Maria: Because i guess the estimates have come down, so perhaps the negative news i is in the stock. >> Already in the stock. Maria: An entry point. Jds uniphase another stock in the news next week hosting a analysts meeting thursday. This is certainly been a hot stock, fiber optics is a hot area in particular. Jdsu up 49% year-to-date, closed out the week at 120 3/16. Paul, do you own this stock? >> We own it and own triple weight versus the benchmark, a significant holding. >> Would you buy more? What are you looking for out of the meeting in. >> I think the meeting be that significant. When they announced earningsly will be probably in three, four weeks' time, that will be more important. Everybody in their space, it's such a hot space are preannouncing positive earnings surprises, i think they will have the same thing, we care ray 175 dollar target price. >> We own the stock and like...