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

To: sam who wrote (15826)	1/4/2001 3:14:06 PM
From: SJS	Read Replies (1) \| Respond to of 24042

Sam, OK then, the good news is that the patient is on the table, in the OR, with the best doctors. Fed funds futures (which are historically very very accurate gauges of fed activity....) are pricing in 75 BP more cuts by March's Fed meeting. 25 more in the January timeframe/meeting, and 50 more in the March meeting. Realize, though, that is 125BP in 3 months! You don't call that life-support? Clearly that's VERY agressive, no? So......I am not a bear, but from Missouri. LOL. JDSU, I agree is a winner. But when/if they just slightly guide their Q over Q growth lower, we'd better be prepared for some heavy selling. PS: CSCO's PE just went back over 100 today. What if they guide just slightly lower? Care to venture a guess? I hope we agree that we are NOT GOING BACK TO BUBBLE VALUATIONS right? Steve