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To: kapkan4u who wrote (49115)	7/26/2001 7:23:20 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 275872

I was talking to a guy in Taiwan last night. Big time recession. He was hoping the U.S. could help... How long before the ships start returning to Asia empty like a few years ago? Then I see Engel saying how great Intel chips are selling in Japan...what a hoot. That boy is dreaming... Jim

To: kapkan4u who wrote (49115)	7/26/2001 9:29:53 PM
From: TGPTNDR	Respond to of 275872

Kap, Re: JDSU -- Just think, they only have another $6B to $10B of goodwill on their balance sheet. Since "The Company's policy is to assess enterprise level goodwill if the market capitalization of the Company is less than its net assets. Goodwill will be reduced to the extent that net assets are greater than market capitalization." and it looks like the share price is going down, I'm thinking they'll have a chance to do it all over again next quarter. Look at it this way -- the company's worth $30B just for the tax write-off? tgptndr