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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: StockHawk who wrote (33829)	10/26/2000 3:08:22 PM
From: areokat	Read Replies (1) \| Respond to of 54805

OT But wait a minute, there is a rumor they have run out of chairs in their cafeteria. Important optical engineers are being forced to stand - and they don't like it. Resignations might be coming, that might effect production, oh my, it looks bad... Yes, this would be a clear indication that management has taken it's collect eye off of an important aspect of their business plan and is no longer executing at a level that will keep them comfortably ahead of their competitors. Why, by 2008 their market share might fall from 80% to 79.5% and gross margin decline from 64% to 63.9989%. Kat@ Look mommy, the sky really is falling.

To: StockHawk who wrote (33829)	10/27/2000 9:30:57 AM
From: StockHawk	Read Replies (1) \| Respond to of 54805

Yup, I can see it now - massive sales growth, huge yoy earnings comparisons, excellent book to bill data, good news on the merger front. In case anyone noticed that what I wrote above was dead on - several hours before JDSU released earnings - I would like to add the following: 1. JDSU did not violate the new SEC rules on selective disclosure. They did not call me before the earnings report/conference call. 2. Thank goodness, they did not mention the cafeteria chairs. 3. Imagine if JDSU did not report earnings right after NT. What if there was a week or two lag? NT comes out with what was in reality an awfully good report and the market's reaction is to see disaster and sell everything. Someone was buying those shares at distressed prices and now, perhaps with the reprieve from JDSU the market will head back up. Get me Oliver Stone on the line. 4. OK, this ends the entertainment portion of our program. Now it's time to get back to serious investing, and make some money. I'm thinking, this time, we really did hit the bottom. StockHawk