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

To: SJS who wrote (17928)	2/6/2001 10:29:56 PM
From: Peter Sherman	Read Replies (1) \| Respond to of 24042

astute analysis - too bad the babies on this thread do not realize that published AH trading means nothing - the big boys and girls stop at 4:00 and have a beer, a work-out and a shower and head over to Danube, Savoy, Le Cirque 2000, Il Circo, Daniel, etc..for a fine dinner -- AH trading means nothing...IMHO

To: SJS who wrote (17928)	2/6/2001 10:45:04 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 24042

SJS , as I said to ZO, CSCO's downfall is due to different reasons than JDSU's decline which is purely market related and from which JDSU is recovering rapidly. CSCO's recovery on the other hand may be delayed because of these reasons: Message 15310141 Overagressive use of their stock to buy companies/printing their own money overspending for what they bought overfinacing of CLECs and ISPs with questionable market viability dependent on dot.bombs Telco/Carriers taking over business from mom and pop CLEC and ISPs financed by CSCO poor exposure by CSCO to this Telco/Carrier business ( less than 2% ) Best Post: Message 15309739 lack of in - house R & D: they bought their R&D and paid handsomely through the nose. Overpromising their ATM capablities via Stratacom purchase. They did not deliver. Big blackout X24 hours with ATT killed whatever little business they had with telcos. Stratacom's 7 Bill purchase was 100% failure and write off. Overpromising delivery to telco/carriers ability of end to end solutions; ATT was their CarrierBusiness Waterloo Having said that, let me admit that this strategy worked from 1990 till 1999 with cheap financing 'and Washigton closing an eye to pooling of interests. Finally however things caught up with them. zbyslaw or anybody else please correct me where I am wrong TA