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

To: t2 who wrote (17263)	1/26/2001 12:09:43 PM
From: Tunica Albuginea	Respond to of 24042

Agree. Nasdaq took a giant side-blow today with PMCS and CSCO and held. I think finally people woke up from their hangover ( including assorted analysts )and are starting to count the beans ( something they should have done in the beginning ). They now can tell ( I think ), the difference between an electron and a photon ( although we are not 100% sure about that yet, with CNBC ). Perhaps there is hope........... TA

To: t2 who wrote (17263)	1/26/2001 12:49:21 PM
From: michael97123	Read Replies (1) \| Respond to of 24042

What we are seeing this q reminds me of what we expected to happen after y2k. And you are right the confluence of the election quagmire in the midst of a nasdaq decline(orderly until the election), and a retail buying strike led to inventory corrections and what looks like a softer first half now to be corrected by Alan's rate cuts and W's tax cuts which will lead to a soft landing and a 2nd half recovery. Under this scenario I am a buyer now, particulary after rate cut 2, next week, regardless of whether it is a quarter or half point.