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

To: sea_biscuit who wrote (21080)	8/1/2001 9:02:46 PM
From: BWAC	Read Replies (1) \| Respond to of 24042

Baloney Dipy, <underperform T-bill returns over the next 3 or 4 years, even at current prices> Anybody can take JDSU (or almost any other stock)and outperform those rates. In fact, It can be done in one trade and one hegde. If you ain't thinking, you're talking nonsense. Buy JDSU at 9.50 Sell Jan '04 10 Strike Covered Call $4.50 Total Potential Return $5.00 or 50+% if called, 45+% if expired. What's that about 15% a year? (And don't come back with some bs about if the stock falls. If it falls, close the call at a profit, sell another one at a lower strike price.)

To: sea_biscuit who wrote (21080)	8/1/2001 9:10:50 PM
From: uu	Read Replies (3) \| Respond to of 24042

Dipy: And if you look at this way that the Company in its present price (with $43.61/shr loss or over $50+ Billion loss) is selling at 96 times next year's earnings (or lack there of!) or whatever... Imagine what would happen when it starts to actually show 0.1/shr earning!! Point being, do not try to come up with some sort of logic as what the stock price should be, or why it is not going down as much as it should be, etc. In otherwords do not fight the trends. JDSU as a soon to be monopoloist in the optical networking segment is the perfect stock to avoid making logic and sense out of! The market has already accepted JDSU at $8-$9/shr based on a very horrible future earnings (or lack there of) out look, and taking into account its huge losses. The moment it actually starts showing some profits and things turn around this stock will fly. Again all based on the fact that it is a leader in a very hot leading edge sector of the technology. Market is about human beings taking advantage of each other's fears and greed. That is all it boils down to. Making sense out of it the way you are trying to do with certain stocks such as JDSU will only prove that trend is what drives the market and not logic! Fear is what is pushing the stock down under $20/shr, and when (NOT IF) techs com eback early next year, JDSU should start performing well into 2002 at which time it will take off. You have to understand their technology and what they can do to the e-economy to appreciate why the stock is going to be a high flyer regardless of what the talking heads say about earnings in the short immediate term, etc. etc., etc. etc.! Just remember, Market is about trends not logic! Regards,