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Technology Stocks : New Focus, Inc. (NUFO) -- Ignore unavailable to you. Want to Upgrade?

To: ahhaha who wrote (261)	2/14/2001 5:15:44 PM
From: sam	Read Replies (1) \| Respond to of 475

I agree with you 100%. The news was expected -- as management said they'd begin testing the tunable laser this quarter (and it won't materially impact revenues for a a few quarters) -- but the product itself (all hype aside) could very well be a blockbuster. A REAL blockbuster. Technologically and financially. And a lot of smart people know it, but it certainly isn't "common knowledge." That said, Wall Street probably won't care about NUFO and its tunable lasers till one hits it in the face. I take that back -- some smart money managers will be buying now, but probably because NUFO guided numbers dramatically up and their visibility is fantastic. And this doesn't even take the tunable laser into account. Nice "gravy, if u ask me. Insider shares will continue to be sold for a bit (which is what I think we saw some of today -- and which should still be somewhat expected at this point). We may also have seen some "scared" money selling because JDSU warned and some feel the Nasdaq may be headed under 2000. The selling I was seeing seemed to come from CIBC and not First Boston. First Boston seems to run the show -- so that's good imo. In any event, second highest volume day for NUFO and we were up despite the blocks being sold...meaning someone was eating up a heck of a lot of shares. Time to listen to the Robbie Stephens conference.