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

To: SJS who wrote (15877)	1/5/2001 8:36:50 AM
From: t2	Read Replies (2) \| Respond to of 24042

Steve, I am guessing on PC demand in January. My point is that given the overly negative December; is there a possibility that some PC buying got pushed out into January? Add the regular January demand to that and we may have a good month. If this turns out to be true, the PC companies may be issuing better outlooks (based upon January) sales. The interest rate cut may actually lift some of the doubt and companies may go back to spending upon necessities. In addition, maybe the Pentium 4 can pick up some demand as it becomes cheaper and gains traction. Transitions also usually result in a bit of a dip in PCs (as it happened with Windows 95 and 98 introductions). Things could still be bad but what if they are not as bad as expected? In that scenario, the PC stocks (and intel/msft) could move up a lot. I have been watching Gateway take off lately and they were the worst PC company in the last couple of months---very bad earnings warning. I guess we will know when they start reporting earnings. Any positive and so many starts could lift off---IMHO, may be worth the bet considering the possible payoffs. The downside seems limited since the stocks have already factored in a lot of bad news.