Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stocker who wrote (17725)	2/3/2001 7:04:03 PM
From: t2	Respond to of 24042

Stocker, My take on Cramer. It is true that he is anti-optical and anti-networker. He lost a lot of money on NT before they blew up last fall. That was probably the turning point for him on the sector. If the best company (NT) was seeing some slowdown, there must be serious problems out there. His logic is very reasonable although I disagree with him on optical component stocks like JDSU, GLW...at the PRESENT TIME. Contract manufacturers like Celestica and Solectron are more representative of JDSU, IMHO. That is why I feel these are great buys now if one has a 6 month time horizon (of course the FED is helping). I believe it is just a misunderstanding among the investors on how bad things really are....IMHO there is overeaction. Reading the CEO of GLW provides more evidence of this. In Cramer's case, his losses on NT and JDSU may be clouding his judgement. IMHO, Cisco earnings will be the turning point in this sector...I am not saying the earnings will be good..just that JDSU and others will have bottomed sometime Monday to Wednesday. Apart from optical, I believe his strategy for investing in this environment is right on. Cramer prefers people invest in other sectors which seem better on a risk versus reward basis. He believes it will be a while for these stocks to move and prefers the cyclicals, financials. His financial and brokerage picks have been right on. That may be the best sector right now as the FED eases. My largest holdings are in this sector. Of course, he has been wrong in the past as well. It is possible that he may turn positive on tech, well after they have made big gains. No one can predict how fast the market discounts future events. It is unknown how far in advance investors see the tech recovery and how far in advance they will start buying. That is why optical is a great sector right now; the slowdown seems very little in a bad economic environment. Again, I think it will be Cisco earnings that turn tech around. Cramer is still a wealth of information and a must read for traders/investors.

To: Stocker who wrote (17725)	2/4/2001 11:49:14 PM
From: pat mudge	Respond to of 24042

Stocker -- Thanks for clarifying what appeared to be a contradiction. I have nothing against Cramer, only a dislike of his knocking an entire sector because he doesn't like it. Financials are fine, I guess, but there's no reason to bash one group simply to promote another. And if he does feel compelled, I wish he would explain the numbers coming out of RHK and IDC, for example. Take a look at this article on B2B in Europe with quotes from IDC: totaltele.com The value of the B2B Internet commerce market in Europe will have increased by 15 times by 2005, according to consultancy IDC. Projecting an increase from 61 billion euros in 2000 to over 1.5 trillion euros in 2005, IDC is confident that e-marketplaces will be the main drivers of B2B e-commerce in the mid-to-long term. . . . Growth like this will impact the entire infrastructure market, including fiber optics components. The US is not the only country in the world. No man is an island, and no nation is either. Pat