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To: BirdDog who wrote (39424)	7/27/2001 10:00:54 AM
From: Selectric II	Read Replies (1) \| Respond to of 65232

Thanks BirdDog, though not much encouragement. OK, maybe so, and the concern is real. OTOH, all those patents, PhD's, and production facilities (being down-sized and modernized) ought to have some competitive advantage going forward, shouldn't they? Weren't JDS Fitel, Uniphase, Etek, SDLI, and all the others THE leaders in their respective fields? The G&K thread has JDSU in its G&K portfolio, although there's debate whether it's a gorilla or a king. Still, kings do well, too.

To: BirdDog who wrote (39424)	7/27/2001 11:11:05 AM
From: stockman_scott	Respond to of 65232

IMO, JDSU is dead money for a while... The sentiment is horrible and the firm is totally out of favor. They will survive BUT most likely in a totally different form. Ideally I like to buy stock in firms that have very strong relative strength (such as Borland <BORL>)...I would rather be involved with the positive momentum than continual sell-offs. The telecomm / optics market space is in a recession and I will not be investing there for a while. I prefer selective software and medical device/ biopharmaceutical plays. Good luck investing. Best Regards, Scott BTW, here's some news on BORL... Borland Software Rated New `Strong Buy' at Adams, Harkness By Sybil Carlson Princeton, New Jersey, July 26 (Bloomberg Data) -- Borland Software Corporation (BORL US) was rated new ``strong buy'' in new coverage by analyst Steven B Frankel at Adams, Harkness & Hill. viwes.com