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


To: m thompson who wrote (18046)2/8/2001 11:48:03 AM
From: Tunica Albuginea  Read Replies (3) | Respond to of 24042
 
I am not worried about triple bottom breakdown because
that applied to the previous JDSU.
ie, when those bottoms where made SDLI merger had not
been approved yet, and there was no certainty that
it would be approved and under what circumstances.

Technical Analysis on a P & F chart applies
only...other things being equal..,
only under the p r e v i o u s circumastances.
If circumstances change, you need a new chart...
I would think because the premised inputs change.

Obviously here the inputs have changed:

The completed merger in the last 2 days now show that
this is not your grandma's oldsmobile. This is a new, more
powerful company that deserves a different valuation.
we will get that new valuation Feb 12.

BTW, after acquisitions, JDSU is not even the company it
was in 1999, 1998, 1997 etc. With 2 bill in cash
and a stock price that will soar in
the next two months , and the removal of any impediment
to new acquisitions, I think you have to
look at it diferently.

Meanwhile, weaker comapanies will get a different,
lower
valuations, which will make it easier for Big Shark JDSU
to swallow them.

2 days ago I think JDSU reached
critical " fusion mass... ".
from here on we explode.

I may get out at $200? for

" overvaluation ". I am certain I will find a sympathetic
analyst to support me?
Blodgett? Srikanth?Dan Niles?
I don't care really...just gimme a name....

all MHO of course,

TA



To: m thompson who wrote (18046)2/8/2001 12:05:06 PM
From: Tunica Albuginea  Respond to of 24042
 
OT/m thompson, on a more serious tone, I want to
reassure the seniors on this thread that I bear
no ill feelings towards their healthcare.

I am only the messenger.

Please do not shoot the messenger.

I am bringing to you what I see developing in the medical horizon,
in 3 , 5, 10 and 15 years from now.

Key here is Baumol's disease

ama-assn.org

I certainly hope that I am proven WRONG.

For the sake of all seniors in America.

However the medical and economic data that I see
all point to the opposite direction.

The point of telling people of this, is that if you
know ahead what is coming, you then get a better chance
perhaps to plan for it and come out better

TA