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To: Voltaire who wrote (24837)	7/10/2000 1:32:22 PM
From: Jim Willie CB	Respond to of 35685

I hear you, Volty, on houses loving your stock concerns remain on excessive dominance on component sectors like amplifiers also concerned about how JDSU has significant admin operations in both USA and Canada accretion is key for sure looks like me and the bro and heading to Cuba Fidel has a few $billion to invest and wants advice I told him last night to go with fiberoptic he promised me a few cigars and a boxseat at a basaballa game I told him I dont smoke, and all their good players are in the US major leagues I reminded him of my original suggestion: bring me the girls (younger the better) / Jaime Guillermo

To: Voltaire who wrote (24837)	7/10/2000 1:40:43 PM
From: CAtechTrader	Read Replies (1) \| Respond to of 35685

We just took some QCOM at 55.25...feel we are in the "FUD Kill Zone" here...Reward to Risk ratio is hugely in favor of reward here...we are putting this stock under lock and key..not a "trading" position...will buy more on the way down if the market is so generous as to accommodate or on a reversal day higher above 60. QCOM now has a lower market cap than the implied market cap of SDLI in the JDSU/SDLI deal.