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

To: Andy Yamaguchi who wrote (16014)	1/7/2001 4:42:43 AM
From: Ibexx	Read Replies (2) \| Respond to of 24042

Yamaguchi, You must be a desperate short. Your profile confirms my suspicion. JDSU's website advertises dozens and dozens of job openings in the US, Canada and Europe. Here is an example: jdsuniphase.com Time is running out for the shorties - Ibexx

To: Andy Yamaguchi who wrote (16014)	1/7/2001 1:37:27 PM
From: pat mudge	Read Replies (1) \| Respond to of 24042

A quick glance at your posting history shows your bias has been negative on a number of stocks for a long time. Member 561886 There's nothing wrong with a negative bias, but if you want your posts to have teeth, you need to back up your rumors with facts. Since the market has been in so much turmoil, I've been looking at indicators to see if there's anything I've missed. At this point in time, I see the fiber optics' leaders continuing to be strong and those focused on the voice market --- and those without strong business plans (like CLECs) --- falling off like so many leaves on an autumn tree. Take a look at the following and if you can find fault with my reasoning, I welcome a healthy point-counter-point. Unfounded rumors will be exposed for what they are: yammerings of a frightened bear. NT --- announced it will hit Q4 and Q1 numbers: public.wsj.com JDSU --- hasn't warned and is expected to see 109.3% y/y EPS growth (my sources say they made the quarter early) SLR --- (outsourcers for electronics) beat numbers: biz.yahoo.com NOK --- Expected to raise estimates: upside.com The figures gave some credence to bold predictions that Nokia chief executive officer Jorma Ollila made at an investor's conference in London in December. At the time, Ollila said Nokia would extend its 2001 revenue growth targets of between 25 percent and 35 percent into 2002 and 2003. Ollila also said he thought the mobile-phone market would hit 1 billion subscribers in the first half of 2002, six months ahead of previous industry expectations. ALA -- hasn't warned and will be good barometer for telecom spending as they have very little exposure to switched voice and a lot to NG/DWDM. Q3 they predicted 35% y/y growth for 2001: zdii.com GLW --- announced it will come in at high end of target: www2.marketwatch.com CIEN --- topped estimates and raised target for 2001: yahoo.cnet.com By looking at the winners, I don't want to down-play the state of the economy and the effect it's had on telecom spending. What I want to do is stay alert to where carriers are spending, not just how much. First and third quarters are traditionally weak, so once we get fourth quarter numbers, we'll immediately be looking for first quarter guidance. I would imagine conference calls will be more closely followed this quarter than any before. I'll be listening to all the usual ones and to some carriers as well. If Greenspan keeps the economy from falling off the tracks, then the current market offers opportunities we only see once every five or six years. If not, then we'd all be wise to stay out of the market. I've begun nibbling but haven't done anything bold. Besides watching where carriers are spending, I'm watching the Fed and the psychology of the market for signs the lights are green. Pat

To: Andy Yamaguchi who wrote (16014)	1/7/2001 2:23:25 PM
From: Tunica Albuginea	Respond to of 24042

Rumor-Andy-Yamaguchi, can we call you Rumor-Andy? VBG Sounds to me like yes. You've been silent since Nov.29,2001. Now all of a sudden you come up with your rumors. BTW, you don't mind id I put you in the category of Contrary Indicators do you? YAHOO boards have been literally polluted by screaming shorts. Very few longs posting on YAHOO. That is a contrary indicator. A word of advice to you Andy: Do you know what your shorts will be doing soon? If not, stick around. I will give a little clue soon on what is going on in fiberoptics cheers TA ----------------------------------------------------------------------------------------------------------------------------------------------------------- Message 15138594 To: Ibexx who wrote (16015) From: Andy Yamaguchi Sunday, Jan 7, 2001 12:49 PM ET I am 100% cash now. Too bad not meeting your expectation. Just want to share information on cooling down of passive component information. Please call E-TEK-JDSU to verify my information. They did have a forced vacation! Good luck. ----------------------------------------------------------------------------------------------------------------------------------------------------------- Message 15138259 To: Kent Rattey who started this subject From: Andy Yamaguchi Sunday, Jan 7, 2001 4:02 AM ET JDSU warns soon? Several sources said ETEK-JDSU had forced vacation from Dec. 30 to Jan. 7. Component lead time is eased now. The demand for ETEK-JDSU's passive component must be reduced sharply. ETEK used to ask others to work during holiday and overtime!. Expect negative outlook from now. Good luck to all. ------------------------------------------------------------------------------------------------------------------------------------------------------------ Message 15122598 To: Kent Rattey who started this subject From: Andy Yamaguchi Thursday, Jan 4, 2001 10:42 AM ET No more hiring and no more over time at several fiberoptic component companies! Rumor said. -------------------------------------------------------------------------------------------------------------------------------------------------------------- Message 15110205 To: t2 who wrote (15697) From: Andy Yamaguchi Tuesday, Jan 2, 2001 4:15 PM ET The key is that the rumor is not just for JDSU, others fiberoptic companies in Silicon Valley also did the same things, rumor said. that is a warning sign for a hot hot industry. -------------------------------------------------------------------------------------------------------------------------------------------------------------- Message 15109505 From: Andy Yamaguchi Tuesday, Jan 2, 2001 2:49 PM ET There are rumors in San JOSE that ETEK-JDSU forced their employees to take one week vacation during x-mas. Can anyone verify this? If it is true, this would be a sign for the upcoming warnings from JDSU. They always asked employees to work in holidays before! ------------------------------------------------------------------------------------------------------------------------------------------------------------ Message 14824614 To: Denis K. Guenette who started this subject From: Andy Yamaguchi Thursday, Nov 16, 2000 1:26 PM ET Romors on NT is hurting FNSR. It is reported by CNBC that NT is going to warn again. If there is any inventory build up, we could see a price war. That would be bad for all fiberoptics networking stocks including FNSR. FNSR is dropping, the rally last few days failed. To retest 23-24?

To: Andy Yamaguchi who wrote (16014)	1/7/2001 2:43:13 PM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 24042

Rumor-Andy: I have good news for you; Fresh off the press: dailynews.yahoo.com ``We caught one hell of a wave in telecommunications,'' GLW CEO J.Loose. Cheers ( and don't forget to cover your shorts, vbg ) :-) TA

To: Andy Yamaguchi who wrote (16014)	1/7/2001 6:13:02 PM
From: blake_paterson	Read Replies (1) \| Respond to of 24042

Corning 2000 revs more than $7 billion - NY Times Sunday, January 07, 2001 12:12 PM ET business.com NEW YORK, Jan 7 (Reuters) - U.S. communications equipment maker Corning Inc (GLW, news).'s 2000 revenues topped $7 billion and earnings rose 70 percent over the previous year, The New York Times reported on Sunday. The newspaper quoted Chief Executive John W. Loose as saying that telecommunications-related products, including optical fiber, make up 75 percent of revenues. Corning is the world's biggest maker of fiber cable, the backbone of telecommunications and the Internet. Sales of photonics equipment -- the devices that shoot signals down fiber-optic pipelines -- were more than $1 billion, more than double the 1999 level, Loose said. He said 2000 revenues were more than $7 billion, up from $4.7 billion in 1999. Earnings rose 70 percent from the $525 million posted last year. Analysts on average expect revenues of $7.16 billion in 2000, according to research firm First Call/Thomson Financial. They also forecast 2000 profits per share of $1.17. "We caught one hell of a wave in telecommunications," Loose said. "I think we can keep growing the top and bottom lines by 20 to 30 percent a year." Other Corning products include displays and parts for television and other communications-related industries. The Corning, N.Y., company also makes products for scientific, computer chip and environmental markets. Copyright 2001 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.