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

To: Tom Hughes who wrote (13747)	10/30/2000 7:26:33 PM
From: gbh	Respond to of 24042

Tom, I would agree. But it is a data point. Could be way low, or it could be way high. Six months ago, the market was willing to give this type of stock a ridiculous premium. Its now becoming more sane. I think the company is very well positioned. Its just a question of the right price. I'm very close to starting to buy, fully realizing that I will likely be buying more at lower prices. The issue of carrier spending will be with us for quite some time. It seems clear the market is giving more credence to what the carrier and equipment providers are saying, that to what the component suppliers are saying. This is also true in the semiconductor market, as well as the optical component area. The component suppliers are the last to see any aspects of a slowdown, imo.