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Technology Stocks : JDS Uniphase (JDSU)
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To: pat mudge who wrote (5644)1/29/2000 11:16:00 PM
From: MileHigh   of 24042
 
Pat,

Basically I believe there is enough to go around for all. I also believe that the company that is laser focused on FO will win. JDSU does that, meaning, that's their business, period. LU does many other things and can get distracted.

INTC makes chips, this web hosting thing is weird for them. I don't think EXDS will skip a beat because if it.

Laser focus is the key. But your questions are great ones and should be contemplated and discussed. One of my concerns is the stock price getting ahead of earnings, trading at over 200X this years earnings

Regards,

MileHigh
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