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

To: Red Dragon who wrote (1504)	5/20/2001 12:24:44 PM
From: tripperd2	Read Replies (1) \| Respond to of 3294

Red, No argument there. Hindsight is perfect and I wish I had been smart enough to sell my SDLI near its peak. Had a nice 4 bagger in a years time-I fell in love with the stock-Hopefully I have learned from my mistakes-I am going to hold all my JDSU for now, as it still appears to me their is untold upside in this area. I am hoping they let Scifries have a prominent role in managing the new company. Trip

To: Red Dragon who wrote (1504)	5/21/2001 2:56:11 AM
From: pat mudge	Respond to of 3294

Before we go on berating Nortel and others for missing out on signs of the downturn, we all have to face the fact that we, as investors, blew it as well. We, as investors, might not have missed the signs had CEOs like John Roth been more upfront with their guidance. I've talked to high-level managers of vendors other than NT and know this was the fastest down-turn anyone has ever experienced, yet they all say there was no excuse for the kind of guidance NT gave two days after the JDS Zurich sale was announced. In addition to poor guidance, few --- managers or investors --- were fully prepared for the extreme pendulum effect. I'd been told we'd have a "tough first half" as far back as December/January, but I sure as heck had no idea the market would take a scorched-earth approach. I keep wondering if more careful due diligence could have avoided the hit all of our portfolios have taken. Not everyone stayed in the market, and some kept base positions and sold off everything else. I applaud them and wish I'd been even more aggressive than I was. Yep, hindsight is great. Pat