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To: Danny who wrote (116228)	1/25/2001 9:23:50 PM
From: Victor Lazlo	Respond to of 164684

Looks like the jdsu/sdli debacle is going to turn out just as badly as the GE/Honeywell debacle. Obviously with GE, it is a case of J. Welch just wanting a big trophy before he retires. But what's the problem at jdsu? That thing is turning into a real ripe, cold raspberry for them. Is it just the optical equip business going sour that is the problem ? gee, wish i could figure that one out.... wow....

To: Danny who wrote (116228)	1/25/2001 10:43:22 PM
From: GST	Read Replies (1) \| Respond to of 164684

Danny: I did not try to quote you. I am just pointing out the fallacy of thinking that AG will cut and stocks will go up.

To: Danny who wrote (116228)	1/26/2001 9:27:05 AM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 164684

Dont forget stock market is forward looking. By the time everyone knows economic is in trouble, the worst maybe over. Believe me, nobody's forgetting that. Trouble is, we're in a mode where everybody knows this, and everybody knows that everybody knows this. So now the game has developed that you have to get in even before the recession becomes visible. Now the thinking is "things are starting to get worse, which means eventually they'll get better again, so let's get in now for when that happens". The result of that being this past month we've had the spectacle of a post-recession rally even before the recession has really begun. IMHO this market has just outsmarted itself.