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

To: CAtechTrader who wrote (18454)	2/13/2001 6:22:34 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 24042

2c these days is a lot of money.Please don't joke about it, ( 2c haircut...) TA

To: CAtechTrader who wrote (18454)	2/13/2001 6:27:31 PM
From: Tunica Albuginea	Respond to of 24042

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To: CAtechTrader who wrote (18454)	2/13/2001 6:34:53 PM
From: Tunica Albuginea	Respond to of 24042

CORRECTED/CAtech I apologize: I think I am beginning to see what you were trying to point out: They get a 2c haircut, which reduces their income to a measly $6 bill. OK, but wait, they get $3 bill of NT stock worth $6 bill in 18 months. ...Well perhaps 2c haircut is not as bad as it looked in first appearance, thanx BTW how much is $6 bill worth these days in the market? As an old country doc my financial horizon is necessarily limited to medicine. So I can firmly compare $6 bill to the 2000 Clinton Balanced Budget Amendment which refunded the Hospitals/Medicare. (Refunded is actually the wrong term. The correct term is...they resumed/continued the underfunding ). So I was saying , they gave Hospitals.......are you ready...?? $15 Billion ...!!!!. SO in my albeit simplistic way of looking at the world, JDSU's loot of NT stock can fund half of the Medicare Hospitals in America. Oh well. I'll talk to my Hospital CEO tomorrow and see if he's got any cash on the side to invest in JDSU...doubt it but it's worth a try.... Looks like a more promising endeavour than all the raffles that Apollo's and Sherman's Hospitals Women's Auxilliary is trying to do to raise $20,000 for a new CAT scan'. I say...let's target the future $6 bill of NT stock. Those Canadians are loaded, they just don't want to admit it, TA

To: CAtechTrader who wrote (18454)	2/13/2001 6:42:50 PM
From: FlameMe	Respond to of 24042

Agree. They lose 2 cents from the Zurich plant and they don't replace it with earnings......yet. But, even if they sell the NT stock and buy treasuries, they would increase earnings substantially. In reality, they will either leave the investment in the stock, or use the proceeds to invest in something else that will increase earnings over the long term. Also, there was dilution from the SDL merger. SDL adds nice revenues and earnings, but not enough to overcome the additional shares in the short term. In the long term, it will. All in all, the guidance wasn't bad. ross

To: CAtechTrader who wrote (18454)	2/13/2001 6:45:55 PM
From: Tunica Albuginea	Respond to of 24042

Last after hours trade,18:29:57:...5000 shares @$40. Hi after hours 40 1/4, TA

To: CAtechTrader who wrote (18454)	2/13/2001 7:07:54 PM
From: Tunica Albuginea	Respond to of 24042

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To: CAtechTrader who wrote (18454)	2/13/2001 8:17:17 PM
From: CAtechTrader	Read Replies (1) \| Respond to of 24042

The Bears got their warning, but not the warning they wanted on JDSU. The Bears problem now is, what else can they look forward to with JDSU to press the bear case? I would now argue: nothing. The economic slowdown is in the pie, lowered expectations in the pie, lowered telecom spending in the pie. So what next? The reverse of all of the above. I believe the intelligent bears will begin to cover and perhaps quickly as there is little left in JDSU to press the downside. Even the arbitrage sell side pressure from the SDLI deal is over tomorrow and new buy side pressure to re-weight the S&P begins. On a forward looking basis, I thought JDSU management was quite upbeat. Insatiable demand for JDSU products lurks just beneath the surface.