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Technology Stocks : JDS Uniphase (JDSU)
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To: DownSouth who wrote (2530)12/3/1999 9:23:00 PM
From: cfoe  Read Replies (2) of 24042
 
I can live with that.

Anche io (me too in Italian). This may be what the point of "hold lightly" means. When (and it may be a long time) the growth in fibre optics/deployment slows down, JDSU should be sold. Not unlike what has happened recently with DELL. Or JDSU could develop serious execution issues.

But barring that, it should be five or ten years before a fibre slowdown, and therefore a lot of growth and stock price appreciation in front of us happy holders of JDSU.

P.S. Read Steve maslin's post (2542?) after writing this. Maybe 5 to 10 years is my optomistic nature showing through. However, there is laying fibre backbone in the rest of the world to consider.
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