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

To: tahoeman who wrote (15609)	12/29/2000 10:02:58 AM
From: luther yow	Read Replies (1) \| Respond to of 24042

Looks like they're adding to shorts this morning. I don't know if I have enough guts to hold until the cover comes. Any other longs with this problem? Luther

To: tahoeman who wrote (15609)	12/29/2000 10:42:11 AM
From: pat mudge	Respond to of 24042

Tahoeman -- Thanks for the professional readings. For those of us who don't have L2, it's very helpful. Think I'll throw a "Scorched Shorts" party. :) Okay, turning to FO news: Pirelli to split cables and systems into two units: public.wsj.com Bolstered by a boom in the global fiber-optic communications industry, Italy's Pirelli SpA said it will split its cables and systems division in two. TSC bashes JDSU yet again (yesterday's issue): thestreet.com In it John Raess builds a case for JDSU being an injured stock based on the premise they're losing market share to start-ups. He lists OPLK, NUFO, AVNX, and AVCI. The first three compete in some areas but are also JDSU's customers, and the fourth has nothing in common whatsoever. Of these OPLK's 3Q sales were $32M, NUFO's were $22M, and AVNX's $34.4M, compared to JDSU's $786.5M and SDLI's $146.5M. I don't know why Raess included AVCI, a terabit router company, as they're a customer and don't compete at all. At the end of the article, after bashing JDSU in every way he can, he uses a quote that puts the competitive picture in perspective: In a research note today, Langley took pains to paint JDS as the clear leader in its space, noting that JDS' increase in sales during 2001 will be greater than the combined sales of emerging optical manufacturers. If Raess had started with this premise, he'd have had some credibility, but then it wouldn't have supported his thesis: that JDSU is an injured stock. In addition, what significance is there to comparing stock action over the past couple weeks? Look at the YTD chart: quicken.com I don't really expect responsible reporting, but I would like to encourage responsible analysis. So, TSC followers, is this organization news-based or analysis-based? Both have validity but to confuse them could be dangerous. Pat