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

To: SJS who wrote (15622)	12/29/2000 12:02:02 PM
From: luther yow	Read Replies (1) \| Respond to of 24042

Volume still very low, so the buyers still haven't been heard from. Luther

To: SJS who wrote (15622)	12/29/2000 12:39:32 PM
From: pat mudge	Read Replies (2) \| Respond to of 24042

Today feels like all the procrastinators finally making their decisions on tax issues........ and selling! We'll know at the close who will carry us into 2001 --- bulls or bears. SDLI's been up all day, so whatever's going out of JDSU is most likely going there. You have to love the Pirelli comment about their Corning deal: interactive.wsj.com@6.cgi?mfmuse/text/autowire/data/DI-CO-20001229-001369.djml/&d2hconverter=display-d2h&NVP=&template=atlas-srch-searchrecent-nf.tmpl&form=atlas-srch-searchrecent-nf.html&from-and=AND&to-and=AND&sort=Article-Doc-Date+desc&qand=&bool_query=fiber+optics&dbname=%26name1%3Ddbname%26name2%3Ddbname%26name3%3Ddbname%26period%3D%3A720&location=article&HI= Pirelli earlier this month called the completion of the Corning deal "the crowning piece" of the year, adding that it expects unprecedented results in 2000. For those who missed it: corning.com And, more recently, PR indicating implications: corning.com Today's press had this comment: The Italian company said earlier this month that it is witnessing an explosion in demand for its telecommunications-related products, especially in the North American market, as phone companies and Internet-service providers scramble to expand their transmission capacity. Pirelli's communications unit "accounts for 20% of the U.S. market for optic fibers and cable." I agree Q1 guidance will be critical to the entire communications sector. A few dates to put on your calendar: Nortel --- January 18 nortelnetworks.com GLW --- week of January 22 corning.com JDSU --- January 25 jdsuniphase.com ALA --- January 31 alcatel.com Semiconductor companies that could impact sector: VTSS – last year they reported on January 10, but I can’t find a date for 2001 AMCC – January 16 amcc.com TXN --- January 22 ti.com PMCS – “second half of January” pmcsierra.com Slow morning. . . last kid packing up to head back to SF. Pat