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To: uel_Dave who wrote (23587)	6/25/2000 11:29:00 AM
From: RR	Respond to of 35685

Hi David: Super on your plan. Great my friend. I think the future for JDSU is superior. It is positioned for high technology innovation, like you eluded. I did not say that I was worried about earnings results of JDSU. I am concerned about the "timing" of their earnings. We typically have a summer slump. Not a lot to hold the market up during that time. There is increasing negative sentiment about the late summer timeframe. Read a lot of it this weekend on the Web. Most earnings will be out and behind us when JDSU announces. Consequently, I'm afraid that the timing won't be maximized. Again, I have no worries at all about JDSU exceeding earnings. P/S that you mentioned, I don't even consider it. Not usually a factor in my style of investing. RR

To: uel_Dave who wrote (23587)	6/25/2000 5:28:00 PM
From: synchro_fan	Respond to of 35685

uel_Dave: I took my jdu and made them JDSU which gave me a few more options for the calls etc. Mind it took the Investoreline about 3 months to do it. We are constantly in a state of discussion of this on the yahoo club JustDontSellUs about phase iv. I am beginning to believe that wireless is it. Although the J desparately needs to remove the manual process involved in a lot of their production lines. BTW, are the traffic jams still happening in Nepean due to the J. I still have some reservation about the departed KK. Sigh but getting over it. If you are an IT type, you should look at one of my faves MERQ. Nice stock and if you buy wait until it is being sold due to exclusion from the Russel 2000 and just before it gets added to the s&p 500 at the end of June. Wise comments on your part about margin. I got fried in March and NOT again. cheers from a fellow canadian, eh Syn