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Technology Stocks : New Focus, Inc. (NUFO) -- Ignore unavailable to you. Want to Upgrade?

To: SemiBull who wrote (142)	12/22/2000 12:22:53 PM
From: nick cash	Respond to of 475

though this revision puts the dilution at the high end, this is good news and predictable given the termination rights JCA had below $53 in the original deal. still, the dilution is less than the % revenues we gain. further, nufo mgmt has been quite clear in stating that jca's growth rate will not slow down nufo's organic growth- to the contrary. a fair compromise for all parties given the market conditions. technically, nufo is acting very good. the comp took out the old lows by another 10% and nufo didn't even approach its lows of a late november. in fact, this week's low of 21.50 was a full 35% above the november low. this will not go unnoticed by traders. given the extremely low probability of any negative revisions from teh company, and the high likelihood of UPWARD revisions to revenue and earnings forecasts, along with the positive relative strength, i believe nufo will be a leader in any market recovery (should one actually ever come to fruition : ) all information contained herein is for informational purposes only and does not constitute a solicitation or an offer to sell advisory services. equities noted herein are referenced in the context of the message and are not necessarily representative of any portfolio. both myself personally, and clients of my firm, currently hold long positions in NUFO. and, of course, all is clearly imo only........nick