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

To: Murrey Walker who wrote (20827)	7/24/2001 11:27:12 PM
From: puborectalis	Read Replies (2) \| Respond to of 24042

Switched from "sell" to "buy" by: ERP_tech123 Long-Term Sentiment: Buy 07/24/01 11:06 pm Msg: 329800 of 329806 Changed short term sentiment from “Sell” to “Buy”. Purchased JDSU at $9.05. Positives: From research JDSU has a fair market value of $10 in these current market conditions. Trough values in the $7-$9 with strong resistance. One piece of solid good news at these levels will send this stock rocketing. From research JDSU has a target range from $7 to low $#20’s. In my opinion it’s too risky being a short. JDSU has 1.5 billion dollars in cash and has by far one of the strongest balance sheets in their group. No debt to speak of. JDSU is the world leader in the fiber optic components arena and controls 80% of the market JDSU has the most advanced and robust line of fiber optics. The closest telecom gear maker to being called a ”one stop” shop. Expected to have the most effective cost structure upon completion of their global realignment program Although there is a so called glut of dark fiber it should be noted that to lit it up you need components provided by suppliers such as JDSU. Also, Merryl Lynch stated that only 3% of fiber optic line are used. In many circles these figures are found to be accurate but totally meaningless. In the mid eighties when there were mayor bottlenecks only 15% was used. It is an average and does not consider peak times. It is done as whole not line by line. If you do it by line by line it is found that many have to be upgraded next year. Report does not consider what kind of cable was layed 8DWM, 24 DWM., etc. 8DWM will be used um much faster. According to some researchers (i.e DeWitt capital) Telecom carriers will not be able to sustain these low levels of spending (and expect to survive) Negatives Expected 12 to 18 months to recover. How much of a recovery is unknown. To own this stock you better have a strong stomach.

To: Murrey Walker who wrote (20827)	7/25/2001 9:41:06 AM
From: RetiredNow	Read Replies (1) \| Respond to of 24042

OTOTOTOTOTOT I sincerely hope you are right. But keep in mind those on the hill are lawyers, who are not good at balancing a budget. What we need are more business men and women, who have real world expertise at running large corporations, like Bush. People think this guy is an idiot, but he has an understated style and he is a good businessman. Already, he has put together an SS reform commission tasked with considering alternatives to the current system, including privatization. Even if Bush and the Republicans come up with a plan that everyone agrees is the best recipe for success since apple pie, the Democrats won't let it pass. I've seen it time and again in our two party system, where one party nixes a good idea, because they don't want to see the other party get too successful. This isn't about doing what's right for the American people. It's about retaining power bases in Washington. I'm mad as hell and I don't want to take it anymore. :) It's no wonder that we have an entire generation of folks nowadays that are apathetic to government. We simply don't believe that government is a force for good in our daily lives anymore. Ok. I'm done ranting. Long live JDSU!