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

To: sea_biscuit who wrote (21352)	8/25/2001 10:39:52 AM
From: Kent Rattey	Read Replies (1) \| Respond to of 24042

Everyone knows the next couple of quarters will be tough. Duh! They're going bust, but I don't know their financial position. I don't need to know anything....except there's overall over capacity. Hey, that's great! Have you heard of Yahoo?

To: sea_biscuit who wrote (21352)	8/25/2001 6:12:28 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 24042

RE: "No detailed analysis is needed." This was true at higher prices, but in the $0 to $10 range it is not. RE: "tremendous overcapacity in virtually the entire tech sector." CSCO's $4B+ sales last quarter and signs that its flat to down 5% forecast will hold for this quarter, suggest that whatever the level of overcapacity, tremendous or otherwise, technology companies are still selling. How much JDSU sells is still the crucial issue and if you don't want to seriously address it, you should, at least, refrain from pointing out the price declines.