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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: GREENLAW4-7 who wrote (25673)	5/31/2001 3:27:30 PM
From: ColtonGang	Respond to of 37746

Hambrecht thoughts........JDSU Reiterate Strong Buy, $45 Target, CY’02 EPS estimate of $0.49, look for the optical component space to recover beginning in the Sept/Dec Q with strong growth in 2002. Expect capacity utilization starts to increase and component pricing to stabilize. Believe ALA’s weakness in the submarine market is already part of the company’s previous guidance. Attractive valuation. XLNX Buy, $60 Target, compelling valuation, believe an industry recovery will take place in the second half of this year.