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To: seahorse who wrote (7506)12/13/2000 4:13:43 PM
From: Sully-  Read Replies (1) | Respond to of 13572
 
Hi seahorse,

Although you posted your question to Greg, I'd like to toss out my 2¢ worth.

It appears the merger will be approved without any stipulations that could hurt the merged companies. If this turns out to be the case, JDSU will be a powerful FO player with an industry leading selection of product offerings. FO will continue to grow rapidly even if there is a recession, albeit that growth will be slower than a growing economy.

If you want exposure in FO, you want to have some exposure to a market leader. JDSU is going to be a leader in FO, IMVHO.

JDSU seems to be going thru what QCOM has recently gone thru. I think JDSU will need to do some base building, but in here JDSU looks very oversold to me...... & I'm trying to add to my position AH today.

Good luck,

Ö¿Ö



To: seahorse who wrote (7506)12/13/2000 5:30:04 PM
From: Boplicity  Read Replies (3) | Respond to of 13572
 
I have been saying the whole market needs to base and QCOM should server as an example of what to look for when the market has finished basing. The FED has to ease to turn the world economy around, there is no reason not, too, I'm seeing old line companies laying off. I believe it will take 2 qr 5 months or so to sort it all out. So, we have to get through the next earning season. ORCL reports after the close, Thursday, that should be a indicator of how the market will treat stocks that have sold off so much.

I have minor investment in JDSU right now, I would add till the merger is done and wallstreet has a handle on what the company will look like afterwards.

Greg