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To: Boplicity who wrote (3053)	7/26/2000 10:16:37 AM
From: Boplicity	Read Replies (2) \| Respond to of 13572

I believe extr has bottom yesterday and QCOM is back. For QCOM, getting over 70 and staying there will be a big psychological plus for it. G

To: Boplicity who wrote (3053)	7/26/2000 10:17:30 AM
From: Wyätt Gwyön	Respond to of 13572

Yes, I too would like to see SDLI trade down to 350 range after JDSU addition/earnings. JDSU earnings, let's face it, are not going to be a real blowout like SDLI (that was one of the reasons SDLI was the much better play these past few months...also the fact that JDSU is relatively overvalued). I don't know enough about NT's optics biz, but I believe they are focused more on transmitters/receivers as opposed to pumps/amplifiers/gratings. JDSU/SDLI should still be the leader. NT the leader in 10-gig space, where LU totally dropped the ball. We'll see how well LU can play catchup.