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

To: dave luken who wrote (17159)	1/25/2001 7:10:13 PM
From: t2	Read Replies (1) \| Respond to of 24042

JDSU would have been higher afterhours if it was not for PMCS. Even Jozef Straus (CEO of JDSU) in the CNBC interview was asked about the weakness. He hinted that it could have been related to other company announcements. Obviously, he knew it was PMCS. JDSU was actually trading higher for a while until people realize how bad the PMCS conference call was. Maybe AMCC, VTSS, BRCM, CSCO will provide some clarity soon. That would help the market and contain the damage to PMCS. Cisco has already warned of slowdowns but the others 3 did not and remain upbeat. Could just be a case of market share gains by PMCS's competitors---might be just that simple as PMCS is not that big of a company.