JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: MileHigh who wrote (692)	7/31/1999 9:28:00 PM
From: jmanvegas	Read Replies (2) of 24042

MH: I don't believe we will see any cyclical trends in JDSU for quite awhile - they are expected to grow sequentially quarter over quarter 13%-17% for the next 2 years - they can't keep up with demand - that's the reason for the secondary - to expand production through acquisition or internally and to further expand their product lines for a one-stop total solution to their major customers, that being practically anyone who is anyone in the need for advanced fiber optic equipment. There is a tremendous cost of entry and limited people talent in this field so the barriers for entry are quite difficult. And on top of that, smallish float, tons of cash now, super balance sheet, tremendous top-line growth, and they make serious money on the bottom line. Go try and find an Internet stock that can even compete with JDSU. Is Ebay or Amazon worth 2-4 times the value of JDSU - just look at the numbers - it's utterly ridiculous - anyone can sell low-margined stuff on the Web or have auctions - not anyone can enter JDSU's business. Again, I see no cyclical problems with JDSU, maybe cyclical swings in the market which will affect all stocks, but JDSU should be a core position in one's portfolio, IMO. jmanvegas

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