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

To: robert b furman who wrote (20509)	6/18/2001 10:57:52 PM
From: OWN STOCK	Respond to of 24042

Robert: Agreed, but now is an excellent entry point...getting that extra few bucks waiting for the min of mins is nice, but the upside potential is so good, I for one do not care. I would guess the other near term shoes dropping to be another round of layoffs (they almost have to, based on the "shock" guidance), then the "adjustment", or maybe the reverse. They might play adjustment as loss to the troops, so it would go down better (might work). I am not sure in detail how they will carry out the adjustment, books-wise. IMO, it will just align their pro-forma with their GAAP a bit better...and they will net lose (net = insignificant) some of the ongoing tax benefits in the process. Anyone from one of the "big five" care to comment? They should both be seen as good to very good things by anyone who knows their stuff....and result in a couple of nice pops. Get rid of amort of GW = small but real GAAP profits, my what an old fashioned concept! Got to give the market some credit for intelligence. JMHO. -Own

To: robert b furman who wrote (20509)	6/18/2001 11:45:08 PM
From: Dexter Lives On	Read Replies (1) \| Respond to of 24042

This will be Nortel like. ... Having said that it will also make a negative headline - that could very well mark the low point. Which of Nortel's warnings marked its low point? We there yet? I'd venture that Nortel won't be around in a year; lousy management (with questionable ethics) always gets exposed in a bear market. JDS is a much better company than Nortel and when it bottoms out it will come back much sooner; best case scenario for Nortel is that it's dead money for a long, long time.