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


To: FlameMe who wrote (17185)1/25/2001 10:03:58 PM
From: t2  Read Replies (2) | Respond to of 24042
 
I would also note that Cisco was high 20s and Lucent low double digits for PMCS. These two had the worst slowdowns among big caps.

The weakness in AMCC, VTSS or even BRCM are going to be huge buying opportunities.

I don't expect any weakness in JDSU as the earnings were good and there was clarity in the merger progress. The company was actually saying not to make much of the delay. The market is going to take that as a sign it is basically a done deal. People were expecting a bad report and they really did not get one. JDSU afterhours indication may be more due to PMCS (same goes for the weakness in MSFT, INTC---just very general)



To: FlameMe who wrote (17185)1/26/2001 7:55:20 AM
From: RetiredNow  Respond to of 24042
 
Agreed. I add another chunk of JDSU yesterday. I've been waiting to do that for awhile. I've also been able to pick up a huge chunk of BRCM a few weeks ago on the cheap. Still looking for some other bargains, but I think I'm starting to be real happy with my newly rebalanced portfolio.