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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: Joanne Fishman who wrote (1380)	4/29/2001 8:51:41 PM
From: Ibexx	Read Replies (1) \| Respond to of 3294

Re. "...we're aiming to come out of this a stronger company as a result." - Roth NT can't possibly be coming out of this a stronger company with Roth at its helm. I dumped my NT shares at $39 months ago - not soon enough - at the first sign of trouble. I decided then and there this guy was NOT to be trusted. Was also very dissappointed that senior management of JDSU was naive about their dealings with NT. Ibexx

To: Joanne Fishman who wrote (1380)	5/2/2001 2:43:25 AM
From: pat mudge	Read Replies (5) \| Respond to of 3294

I'm at the JPMorgan/H&Q conference and it was interesting to hear Tom Siebel speak. No one should have been caught "without visibility." Siebel knew 6 wks before the spring quarter ended that they were seeing lots of push-outs and cancellations. Anyone with decent supply chain management systems would have had the same visibility. Some folks must be working with the equivalent of bubble gum and chicken wire. As for a glut of bandwidth. Don't believe it. I'm getting 7200 kpbs connections here at the Westin St. Francis. Needless to say, I'm not signing on much. Heck, half the time I can't even get a connection. Tomorrow the conference focuses on equipment manufacturers and fiber optics. It'll be a full day with lots to report. The first on the docket is Corning. Then JDSU. ALAO is on Thursday. Celestica's CEO said they saw stability improving during the quarter. Says growth should return by end of year. More when I have time. Pat