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

To: Labrador who wrote (12868)	10/3/2000 9:10:31 AM
From: Bill Holtzman	Respond to of 24042

Lab, Great post. Nice work. Bill

To: Labrador who wrote (12868)	10/3/2000 10:31:59 AM
From: Joanne Fishman	Read Replies (1) \| Respond to of 24042

Labrador, I caught that interview with Landis (CNBC) and I believe he said he thought Furakawa was the better way to play it--because of the company's high ownership of JDSU and relatively low stock price. He seemed to think JDSU was pricey (and a month ago it was a different story, sad to say) compared to Furakawa. As for myself, I'm hanging in there with Arum Veerappan, RS semiconductor analyst, whose favorites remain JDSU, AMCC and PMCS. Cheers, Joanne

To: Labrador who wrote (12868)	10/3/2000 5:54:37 PM
From: JMD	Respond to of 24042

Labrador, I actually found Barbara Mayo's response to be on the offensive side, at least with regard to being as concerned with Kevin Landis' credentials as she was with the substance of his question. I'm glad that JDSU has a definitive plan in place, and she did a good job of spelling it out, but . . . A. It's a damned good question and deserved a forthright response, whether it was asked by Landis or the man in the moon. Component shortages are hitting across the boards in many tech sectors (see Sony Playstation for example) and of course the optic component sector is the poster child. Any investor has a right to be concerned about the potential impact on earnings and management's plans for dealing with scarcity. B. Kevin Landis ain't just some hayseed. His Firsthand Value Technology Fund has a track record of a mere 55.77% annually since its inception May 20, 1994, which ranks it No. 1 out of 1500 domestic equity funds. (I don't own a share, unfortunately, and have no relationship with the fund: the above is just the facts, mamm, just the facts.) At minimum, I would think that Ms. Mayo might be somewhat more familiar with the investment community (particularly one headquartered in Silicon Valley with a record like that) and less concerned with Mr. Landis' attendance record on the rubber chicken circuit. If she's so all fired concerned with folk's credentials, I'd suggest that Mr. Landis has 'em in spades. I'm not up 55+% this year myself. best, mike doyle