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

To: Stocker who wrote (18109)	2/9/2001 9:24:31 AM
From: t2	Read Replies (3) \| Respond to of 24042

The real issue though is opportunity cost. There are other stocks with better risk/reward. That has been the question I ask myself all the time. Wait for JDSU to turn around or give up on it and move to something with a short term catalyst or with better short term risk/reward. There have been good stocks to own in the past 2 weeks but maybe we are getting to the point where JDSU is now at a similiar risk/reward. At 40, it probably gets even better. A lot will depend upon what the company says at next week's post merger update. If they don't revise downward (apart from the expected loss of revenues from plant sale to NT), that could be the big catalyst. The bigger question becomes, buy now or buy next week. My feeling is buy now in the low 40s. Given that there are is now somone calling the bottom in semiconductor sector, there is every possibility of it spilling over to other areas of tech. I am looking for that market sentiment shift to a buying bias...Cisco might be a key indicator there. Will it finally stabilize on lower volume?

To: Stocker who wrote (18109)	2/9/2001 9:48:21 AM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 24042

Stocker I don't know why you are so interested in what I do. I am a trader, and I am not going to sit here and tell you or anybody else all my trades. I have given only 3 long recommendations so far in the last 12 months: HRC and CNC last summer at $5.They are both up 300%, still are, in a down market. A great recommendation. The 2nd is JDSU Jan 3 at $42. Is till think that is a fantastic recommendation. If you want me to downgrade JDSU , no I will not do that. Besides you are already an avid reader of the StreetRag: Message 15293657 Why don't you call and ask Cramer to come and post here and give the thread his bearish outlook? I think you will have more success there than here with me, TA