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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (39334)	2/15/2001 6:09:25 PM
From: FR1	Read Replies (1) \| Respond to of 54805

UF - Any comments on the NT bomb? They are down over 20% after hours and all the guys near them AMCC, PMCS, JDSU, JNPR, CIEN, etc all down 6 to 9% after the bell. So much for the rally. I know the after hours trading is mostly individuals but the emotion seems to be strong to the downside. Do your see anything significant in the NT CC? It seems to me they are just catching up to everyone else (GLW, etc) in saying how bad things are. I am still trying to figure how NT, PMCS can be so down on things while JDSU, CIEN, JNPR are so up on things. And, of course, AG is there saying he sees recovery. What a wacky time. I feel like I'm Alice at the Mad Hatters Tea Party. I thought NT would just say no visibility but they chose to say no recovery until 4th quarter at the earliest. How do you think this is going to impact our guys, like JDSU? Perhaps this will put us at close to the bottom for the semis/optics tomorrow?