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

To: Boplicity who wrote (11033)	6/26/2000 11:32:00 AM
From: pat mudge	Respond to of 24042

One of the signs I look for to see when a sector is leaving the "Do No Wrong Phase" is when companies start to run into each other during the bid making process, and lose a order and drop on the news of losing the order. Hard to know when this will happen. Perhaps when they stop adding capacity by factors of four. . . Pat

To: Boplicity who wrote (11033)	6/26/2000 12:10:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 24042

very similar to the dot.com craze, but with one difference they are making real products that make real money I think there are a number of differences. Increasing rev growth, increasing margins, high barriers to entry, etc. when companies start to run into each other during the bid making process, and lose a order and drop on the news of losing the order Corning's win was for the supply of its LEAF fiber. This is not in competition with the component suppliers. If Aerie is spending a billion just on the fiber, I guess they will also be placing orders for modules as well. In that sense, it is probably bullish for FO component makers.