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

To: t2 who wrote (19816)	3/29/2001 2:27:16 PM
From: larry	Read Replies (2) \| Respond to of 24042

t2, It looks that things are getting worse pretty rapidly. NT already hit my target price. EMC, SUNW, ORCL, CSCO, and JDSU are within striking distances of my targets. I am very surprised or shocked that that these studs come down so quickly (I was expecting that it would take 2-3 quarters for things to get there). Be prepared for the worst. A 1973-74 scenario is almost certain and in this sitiation, cash is king. I am not gonna lower my price targets any more. They can go much lower, but I do feel that in 2-3 years you have a decent chance of making some good returns from these levels. However, risks are very high and it's certainly possible that in some cases, you are on a river of no return. BTW, I just cashed out my JDSU 17 1/2 puts with a pretty decent gains (400%+). The poor thing probably will test 15 soon but it's not worth putting any more. However, it sure can go down to 10 before fall. take care, larry!

To: t2 who wrote (19816)	3/30/2001 12:10:44 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 24042

t2, I wonder if JRoth had a secret plan ( possibly with JDSU'as management quietly acquiescing ? ) that goes like this: He warns heavily on the day the LU IPO is coming out.The IPO tanks. Result :LU has less money now to meet all their multiple financial problems. Thus less ofa competitor to LU. Side effect:It may be forced to sell the fiberoptic cable division to for less money, in which case JDSU may become a viable purchaser of it. What was the need for JR to warn again, when he already had done that earlier in Feb when he said " there is no visisbility "? Why warn again and anger shareholders? He had already fulfilled his SEC duty. This is why I think that perhaps there was an ulterior motive. Only Macchiavelli could have planned and executed better.... Just speculating, while waiting for the Quarter to end. I note that what is helping keep NAZ up today is NT ,GLW, CSCO and to a lesser extent JDSU. NAZ bounced off it's all time low, TA