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

To: sam who wrote (12805)	9/29/2000 8:47:13 AM
From: t2	Read Replies (1) \| Respond to of 24042

The big Question is: What tech sector is NOT warning of lower profits? Here is clue--this sector has been hit a lot lately. That is right---fibre optics components makers and telecom equipment stock like NT! I wonder what that mean. These analyst can't see Apple's profit warning coming...so how can this one guy be talking about 1 year out on telecom equipment. Mindboggling!!

To: sam who wrote (12805)	9/29/2000 9:41:10 AM
From: pat mudge	Read Replies (3) \| Respond to of 24042

newsalert.com Based on this, Sagawa took some flak on his report. Since he's been a huge LU fan, it's not surprising he's being a bit hard on CSCO and NT, two he hoped would get skinned by his favorite. Also, since many of his sources are from LU, his information re: fiber optics may be a bit skewed. Wonder why he waited so long to downgrade. Seems to me you'd do it when a stock has hit a new high, not after a considerable pull-back. I wonder, too, how he explains all the expansions being done by NT, GLW, SDLI, JDSU and others. It's raining cats and dogs here in Grasse --- a good excuse to catch up on the market. Pat