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

To: Bill Holtzman who wrote (14462)	11/29/2000 10:16:50 PM
From: t2	Respond to of 24042

Bill, Great call on Ciena. I do think that PMCS, Ciena, JNPR may be first ones to bounce back from this high PE tech wreck. There is not much doubt in the business fundamentals. I am less sure of Ciena than I am about JNPR and PMCS. I think PMCS is probably one of the best stocks to hold over the longer term. It gets hit on unrelated semiconductor warnings. The wreck is not confined to the high PE techs, the low PE ones are getting whacked, too.