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Technology Stocks : JDS Uniphase (JDSU)

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To: SKIP PAUL who wrote (2587)	12/6/1999 12:18:00 AM
From: Guy Gordon	Read Replies (4) of 24042

RE: FWIW. No one will project 50% compounded growth out five years. It's simply too hard to keep growing like that as you get larger. Take Dell, for example. Great growth in past years. But this year they beat Compaq to become the #1 PC supplier in the US. Now for them to double again, they would have to completely eat Compaq's sales (or the equivalent.) And if they did, how could they double again after that? Answer -- won't happen. JDSU will not face that wall for some time to come (Lord willin' & the crick don't rise.) They don't have to take anyone else's market share as long as the underlying business is growing exponentially. No one can specify a time when that growth will end. But it will end.

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