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Technology Stocks : JDS Uniphase (JDSU)
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To: Jenne who wrote (2787)12/9/1999 10:49:00 PM
From: WEDIII  Read Replies (1) of 24042
 
This option talk is nice, but as a long term holder (basis of 38) of a very substantial position the question I have is this. Lets say George Gilder is right about this company; that its the Intel of the Telecosm; that it fends off all comers and dominates the space for the next decade.

If all that is true, has the money already been made here? This thing is selling at a multiple of REVENUES (forget earnings) that makes ones head spin. I don't mind riding this thing down (even substantially down) when the inevitable correction comes IF there is the reasonable prospect for a decent return FROM THIS PRICE LEVEL over the next 5-7 years.

I would genuinely appreciate any opinions. I sold a slew of this stuff last spring because of the same sentiment expressed herein, and I'm obviously not very happy about it. I would like to be smart with what I've got left.
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