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

To: SJS who wrote (15792)	1/4/2001 10:29:13 AM
From: pat mudge	Read Replies (3) \| Respond to of 24042

Not withstanding how the market reacts, there will be much more negative earnings news coming, downsizings, and economic weakness. Isn't warning season over for now? For those companies with calendar quarters, they would have warned within the first few days of the year. As for carrier spending, I believe the bar is so low and so much negativism built in --- in addition to carriers historically under-estimating --- there's a lot of room for upside. Greenspan did not let the global economy slide into recession in 1998 and he's not going to let the US go over the brink now. I'll be following earnings' CC's as usual, watching for specifics on NG spending versus voice. Pat