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

To: SJS who wrote (15871)	1/4/2001 8:44:11 PM
From: t2	Read Replies (1) \| Respond to of 24042

In fact, you said that THERE WERE NO TECH STOCK WARNINGS. Or did I read what you said incorrectly? Let me know. OK Steve, You win. There were tech warnings! You are concerned about the quantity of warnings. I am not worried about warnings from stocks that are already down huge percentages---especially when they are small players. I also don't feel a high profile profit warning will necessary mean the market goes down. The market has already hit so many companies. Investors are really interested in how things are going in January and beyond. If computer sales were a disaster in December, is there a possibility that January is seeing a bounce---that is what the market will be interested in. I suspect that if December was truly a disaster, January could be a pretty good month for PC sales. That is why I don't care whether Compaq misses the number or not but what they have to say is the real key, IMHO. IMHO, the December quarter has already been written off.

To: SJS who wrote (15871)	1/4/2001 9:36:59 PM
From: onurbius	Read Replies (1) \| Respond to of 24042

"I agree they the bigcaps put the most fear into all of us, but the quantity of warnings is of the most concern right now, to me. " If it is true that what is going on right now can predict how the market will react right now, then the market may head lower if warnings are the correct factor du jour. However, what is going on right now was correctly predicted by many over the course of the summer (Dr. Bob Goodman from Putnam comes to mind), BEFORE the NOW of the warnings. What will happen six months from now seems to be a more important question. Unfortunately, since the stock market has a bizarre tendency to both act logically and illogically simultaneously, I feel much more secure in the notion that the only certainty in the market is that cause is usually determined by effect.