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

To: pat mudge who wrote (17849)	2/6/2001 10:55:43 AM
From: Nichols	Read Replies (1) \| Respond to of 24042

CSCO earnings//guidance/cc will be real intersting. How bad do they see this downturn? And how the market reacts. If it isn't too bad, I think we run from here. JDSU will pop for 10 additional points this week

To: pat mudge who wrote (17849)	2/6/2001 11:58:17 AM
From: k_maxwell	Respond to of 24042

Pat: any thoughts on who JDSU's next acquisition target might be? I can't believe they'd stop acquiring companies now, and although JDSU's stock has fallen hard in the last 6 months, so too have all the other fiber optic component stocks. But JDSU's acquisition plans have been on hold ever since they announced the SDLI deal. Remember, JDSU announced SDLI what was it? less than two weeks? after closing ETEK last summer. Could the next one be AVNX? NUFO? Would any of them make sense? Love to hear your thoughts.