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

To: Sunny who wrote (1463)	5/15/2001 3:47:30 PM
From: pat mudge	Read Replies (1) \| Respond to of 3294

Pat can you please furnish a link for the full text on this? No. I was there in person and heard it. To all, I just got back from a venture capital meeting in Carmel and while I don't have any earth-shattering news, I did hear a lot of talk about a v-bottom vs. u-bottom and even "check-mark" bottom. As for available funding, it's there but most have to take an even-valuation or in many cases a lower one. Those who refuse run the risk of dying to save their pride. According to everyone I talked to, long-term prospects --- beyond Q4 --- look good. Once the IPO market returns and funds start recirculating, we'll see valuations resume their upward trend. I heard Tellium might go out next week. Can anyone confirm this? TIA -- Pat