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Technology Stocks : JDS Uniphase (JDSU)
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To: Hank Stamper who wrote (455)6/30/1999 12:17:00 AM
From: mariner  Read Replies (1) of 24042
 
David
Since you've been claiming JDS/UNPH has been overpriced for at least 6 months now, perhaps you could let us know when you expect a reasonable 25 PE price? The combined company will grow on the order of 50% plus a year. JDS itself was growing around 80%. Last time I checked, the demand for their products was growing faster than the supply. While the stock is not cheap, anyone who has followed your counsel has lost a huge move over the past six months.

I'm not trying to be sarcastic or attacking, but your waiting for a 25 PE is unrealistic and likely to keep you out of one of the most potentially rewarding tech issues going. From someone who bought at the depths of last fall's selloff, I will tell you that I haven't sold a share, and will continue to hold until there is a fundamental change in the requirement for JDS/UNPH products. I have not seen any indication of that to date.

PS: For our US friends, has anyone confirmed that the combination forces a crystallization of your capital gains? I would have thought one could simply role over into the new venture since you haven't really disposed of your investment in the firm. (Note: as someone who is more focussed on the exchangeable shares, I might be off base here, cannot claim to have read the details on the US version of the new shares).
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