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To: Jacob Snyder who wrote (163)	4/12/2002 12:43:21 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 13403

At $3, you have 18% of your portfolio in JDSU with the ability to pray that it gets to $6-7 or even back to $5 in your lifetime. Yesterday, on my daily 4.5 mile walk, I concluded that TA is USELESS in the current technology environment since, in the bubble aftermath, FA is so powerful and uncertain! I have no strong conviction about JDSU, but I just wanted to point out a very disciplined CRAPSHOOT when I saw one.

To: Jacob Snyder who wrote (163)	4/12/2002 1:02:52 PM
From: kdavy	Read Replies (1) \| Respond to of 13403

JDSU buy/sell plan: If you plan to buy in steps when the stock is going down the a better plan is to sell Jan 2003 5 puts ($ 1.35 now). And as stock keeps going down keep selling jan 5puts. Worst case: stock goes to zero, you have to buy stock at 5.00 (your cost 5.00-1.35=3.65). A better case then buying stocks. Best case stock goes up you are left holding the premium, I won't argue with $1.35 of free money (may be more if stocks dips a little before it goes up). Comments on this approach?? kdavy

To: Jacob Snyder who wrote (163)	4/12/2002 1:32:30 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT [JDSU] products will never become commodities Why not? Or even worse, what will prevent them from becoming obsolete? Optical networking is such a young and attractive field that it will continue to attract lots of engineering graduates, some of whom will want to capitalize on their new ideas by starting new companies. Will JDSU be able to buy them the way it formerly did when its stock was soaring? Legacy dominance can become a handicap in a rapidly changing landscape. Will JDSU be able to retain its highly compensated optical engineers with penny stock options? I'm not so sure they are impregnable to competition. Entry barriers could fall. Sam@caveat.com