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Technology Stocks : SDLI - JDSU transition
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To: pat mudge who started this subject2/11/2001 8:23:50 PM
From: 16yearcycle   of 3294
 
Yes, thanks for doing this, Pat.

Not much to add at this moment except to say that when we get guidance this week, if it is approximately what we all expect, say .80-.90 for this fiscal year for the combined company, than JDSU is selling at a pe of about 50, and a peg of less than .5 on this years earnings. I don't see another tech giant which is as cheap.

Despite the current doom and gloom, imho,it is more probable than not that we get both the 50% compounding profit growth that we all expect, and a re-inflation of the peg to a level of 1.5. The price projection is extraordinary over 3-4 years. I think 300 is a very reasonable possibility within 4 years.
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