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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (2972)	10/16/2000 2:04:31 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 3951

"Please explain why JNPR is worth 80BB+!!!!!!!!!!!!!" Yeah, this is why I am getting my ass kicked this year. I can't, but the reasoning has to be that they can earn 1.25 next year and probably 2.50 and then 4.25 after that, so the 240 price isn't as silly as it seems. IMHO, it is about as certain that Jdsu does 100% compounding, and JDSU is selling at about 80x next year instead of 200x.

To: Wyätt Gwyön who wrote (2972)	10/16/2000 2:53:59 PM
From: pat mudge	Respond to of 3951

Weekly Market Comment from CSFB's Galvin and Carter: · Mutual fund cash levels bottomed at 4% in the first quarter of 2000, moved past 5% in August, and by our estimates now stand between 6% and 7%. Over the past week, the Investment Company Institute reported a whopping $20 billion moved into money market funds, which now exceed $1.8 trillion. · Put-to-call ratios are at historically high pessimistic levels. Our favorite technical indicator has moved to oversold territory. The 13% compression in S&P 500 P/E multiples is in-line with historical crisis period averages. · The collapse in sentiment and share prices as well as the rise in cash levels is playing out according to the classic text. However, if the tax-loss selling season is nearly over and oft awaited redemptions yet again fail to occur, the redeployment of cash should turn the tone of the tape. · Page 13 lists about 50 CSFB recommended tech and consumer shares to ride out the storm. JDSU is number 6 on the list, after NT, ORCL, NOK, AOL and ERICY. Pat (send email if you want the report)