The Black Box

[augieboo]

Re: BKHM & JDSU

DJ Ardsley's Currie Is Bullish, And Nervous, About Economy
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NEW YORK (Dow Jones)--Suzanne Currie with hedge fund firm Ardsley Partners said she is very bullish on the economy, but also very nervous.

In a CNBC interview Tuesday, Currie said she sees a rise in interest rates and a pullback in the stock market of some sectors that may have gotten ahead of themselves.

Currie added that while some of the good news of late is already priced into the stock market, certain groups are now "waking up" and will participate in the recovery. Currie said that telecommunications-equipment companies are one such group.

Two of the stocks that Currie likes are Bookham Technology PLC (BKHM) and JDS Uniphase Corp. (JDSU).

-By Jen Ryan, Dow Jones Newswires; 201-938-5294 .

(END) Dow Jones Newswires

02-03-04 1755ET- - 05 55 PM EST 02-03-04