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

To: FlameMe who wrote (17643)	2/1/2001 11:02:26 PM
From: t2	Read Replies (2) \| Respond to of 24042

First that is a story by Scott Moritz (street.com) who thinks he is some sort of expert on the sector. He does not act like a reporter who provides facts and opinions from different viewpoints. That is why his stories have Zero value and I don't read them. In this case i did read since you had posted it on this discussion board. His "reporting" is basically to only find people who will agree with him. Anything else is unacceptable. Even if a company provides a perfect report and outlook, he will still try to put a negative spin on it--trying to be an analyst. Secondly, Interview with someone from Bluestone Capital??? I think he is now desperate to find people who will continue to agree with him even as the FED is easing and corporate bonds are being issued all over the place. That is all there is to it. I read a lot of the street.com but this is one "reporter" that is not worth paying attention to.....(to repeat) as the FED is easing. To listen to him will be too costly in missed investing opportunities in the present environment, IMHO. We are now see semiconductor stocks go up when they issue earnings warnings. The networkers/optical companies are only indicating a slight slowdown. If investors can buy semis (even ones with PEs above 40), they will start buying the growth stocks very soon (networkers and optical).

To: FlameMe who wrote (17643)	2/1/2001 11:13:08 PM
From: dave luken	Read Replies (1) \| Respond to of 24042

I pulled an article from e-broadbandnews.com, in case some of you are not familiar with this site, I think you will find it a worthwhile bookmark. ( I like it when someone who knows what they are talking about rips cramer.) Late last night, JDSU announced a layoff of 700 contract assembly workers. It almost seemed as if JDSU released the news at 10:00 last night in the hopes that nobody would notice. Well people did notice....it just didn't matter. Just two months ago, such news would have prompted a massive, across the board sell off in all technology stocks the following day. Instead, JDSU actually went up more than 2 points today. What's happened? I think it's a combination of everything that I've been talking about all year. It's clear evidence that bad news is still built into current stock valuations -- even after the recent January rally.. It's opposite world, redux: people are looking past two bad quarters and buying stocks on the expectation of better things to come. It's people starting to realize that tech is value, and value is not. (Last night, Aarron Task and I exchanged some e-mails in which he worried that technology stocks were trading at high valuations again. I had to point out to him that although Foundry Networks has rallied from 13.5 to 22 since I purchased it a month ago, it is still just a smidgeon lower than it's all time high of 212. Just a tad, mind you.) It's falling energy prices. It's the Fed putting a bottom on the market a few weeks ago with a 50 basis point rate cut, and reinforcing the bottom tomorrow with another 50 basis point cut. (Heaven help us if they don't!) Its the promise of more rate cuts to come, leading to the eventual recovery of consumer confidence. It's the Fed supporting GW's plan to cut taxes, in effect forcing the democrats to go along. Its former Fed governor Robert Heller stating emphatically that the Fed should lower interest rates "by at least three-quarters of a percentage point" tomorrow. It's Trent Lott supporting a lower capital gains tax. And, to be fair, its the January effect, which could lead to a pull back in February -- but not to a retest of recent market lows. It's everything unfolding exactly as I described in my new year's day column. And I'm pleased to report that the bears are still out there in full force with their predictions of Armageddon. Yes, it secretly delights me that the bears are just as blind to the inevitable end of the bear market in 2001 as the bulls were in 2000. I'm pleased every time I see a negative article by Scott Moritz or Jim Cramer trashing the telecom sector. It tells me that most people still just don't get it. And while I am not vindictive, I hope these guys are short every technology stock in existence. Well, maybe I am vindictive. What the hell. And most of all, I'm relieved. I'm relieved that I don't have to hold my breath and take a nitro tablet every time I hit the refresh key on my Yahoo portfolio. I'm not as optimistic as Larry Kudlow, but it is clear to me that he is more right than wrong. My contemporaries will remember the old Gary Moore panel show, "I've Got a Secret." Well I have a secret. The markets are on the mend. Just don' t let the bears know. The longer it takes them to figure things out, the more massive the short squeeze later on. Visit the Analysis and Commentary Archive

To: FlameMe who wrote (17643)	2/2/2001 1:52:34 AM
From: pat mudge	Read Replies (1) \| Respond to of 24042

Since Scott Moritz bases his article on an interview with Susan Kalla at BlueStone Capital, I decided to find out a bit more about her company. Homepage: bluestonecapital.com BlueStone Capital is a subsidiary of Trade.com and besides analyst coverage, they're also market makers. I couldn't find a lot but here are a few mentions in the press: They advise: JAWZ: library.northernlight.com finance.yahoo.com Muse Technologies library.northernlight.com finance.yahoo.com Interview listing their specialty in “anti-aging and longevity” stocks: archive.twst.com More companies they cover [note stock prices] Alloy Online, ALOY: finance.yahoo.com Hpower, HPOW biz.yahoo.com finance.yahoo.com TTR Tech, TTRE ttr.co.il finance.yahoo.com IPOs underwritten by BlueStone: hoovers.com IENT finance.yahoo.com LNX finance.yahoo.com NOBL finance.yahoo.com RIMS finance.yahoo.com If you had been a customer of Trade.com, you could have participated in these IPOs: trade.com Another interview: twst.com Recommended stock: SGMO: finance.yahoo.com CLZR: findarticles.com finance.yahoo.com Another interview: twst.com Recommended stock: COHU finance.yahoo.com BlueStone on Ciena: news.excite.com