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

To: pat mudge who wrote (12974)	10/10/2000 9:57:39 PM
From: t2	Read Replies (1) \| Respond to of 24042

Pat, It was surprising to see how a company like Lucent that misses so many earnings estimates still managed to do well in its Microelectronics unit, which includes it optical components biz. That success should tell investors how robust the demand is for optical components. Actually it did not occur to me either just after they warned. Only figured it out later in the evening that this is good for JDSU, SDLI, GLW and also NT. It is going to be a great opportunity tomorrow for funds to shift into good stocks that are getting hit unfairly. IMHO, the drops (if any) would be very short lived. BTW--thanks for that report you emailed to me.