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

To: SJS who wrote (11100)	7/6/2000 5:48:19 PM
From: pat mudge	Read Replies (1) \| Respond to of 24042

I also wonder why JDSU should or should not. In fact, I don't see any reason for them to at all. They clearly told us where they will be and they should just release on their appointed day. I agree. When there's more than a certain percentage change (don't know figure), I believe it becomes material and has to be announced. Those coming out with "pre-announcements" for a penny or two are probably the same ones who announce products before they're off the drafting table. I think at some pt. JDSU will be a screaming buy and I hope the TA-ers will tell us when that is. :) Pat

To: SJS who wrote (11100)	7/6/2000 6:03:39 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 24042

My thinking is that unless there is a gross miss or upside surprise (+/- 15% or more ONLY from concensus either to the upside or downside), we should leave the pre-annoucement stuff alone I agree. Look at SDL and GLW--preannouncing significant upside, and "the game" being what it is, they will probably beat even what they "preannounced". So if JDSU did not preannounce, all it means is that the "upside surprise" is not going to be outsized. Not surprising given all the "integration" they have had to do. Still, they should beat estimates by at least a penny (i.e., they should do 13 cents vs. First Call's 12 cents). Not enough to get me interested, but probably enough to stave a selloff. On a slightly different topic, JDSU now about double QCOM's market cap (actually quite a bit more when you count ETEK). I remember earlier this year, marveling when JDSU finally overtook QCOM. My, how things change. Holders of JDSU may be a little sore not to see an immediate resumption of the ascent to the world's first $500 trillion market cap (that won't happen till sales hit 5BB LOL!), but there are a heck of a lot worse places you could be.

To: SJS who wrote (11100)	7/7/2000 2:02:29 AM
From: brightlake2	Respond to of 24042

etek Insiders Mr. and Mrs. Pan, COB, 20, million Peter Chung, Director, 13 million WALTER G KORTSCHAK, director, 13 million CEO, 2 million Summit Venture, 13 million CFO, 1 million SVP, 0.5 million This does not include everything and these are more than 60 million etek shares or 132 million JDSU shares. I guess a sell of 50% of the shares over some period of time is not entirely surprising, since you probably would not know all the inside information. Profit and divestification seem quite normal. At 20 million a share per day. This may take a few days or a few weeks. Let us hope it will take a few days only. BL