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To: kha vu who wrote (4493)	10/26/2000 12:07:24 AM
From: nokomis	Read Replies (1) \| Respond to of 8046

Message 13433030 ..just did a search for a blast from the past. So wise is he...I'm happy for him and one day he and I will get that golf game in ...

To: kha vu who wrote (4493)	10/26/2000 12:08:59 AM
From: kha vu	Respond to of 8046

Drug stock and election: thestreet.com <<< Question: Jim, is this the time to step up on CIEN? TSCNYjjc: This is not the time to be adding to your positions in Ciena because it's one of those companies that is levered to the capex budgets of these telcos. It's right in the crosshairs and things have just gotten very bad almost overnight. Question: What will happen to the drug stocks if (Al) Gore is elected? TSCNYjjc: I think these stocks will sell down big if he is elected and then you buy them because I don't think he will be able to do much to hurt them. These are our largest positions and part of that is a judgment we have made that Gore will not win. We think that these stocks could be magnificent performers for the rest of the year if (George) Bush wins. Just magnificent. Question: Your comments on JDSU? TSCNYjjc: I think they will report a strong quarter but I think that they supply to customers that are just now getting hit by the capex problems. I have written extensively about these capex problems and gave a primer earlier today on RealMoney.com if you are confused. That can really help you. >>>>