JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: vc21 who wrote (3541)	12/31/1999 3:19:00 AM
From: pat mudge	Read Replies (1) of 24042

But Pat, from the looks of things, I see you pointing your finger at others saying look at those guys, they are overextended. Now, I can envision you doing this if say your (JDSU) market cap was 5 or 10 billion. But it's not. It is half of QCOM's. And QCOM has an opportunity to make JDSU's market cap far less than it is today with its HDR initiative. One or both of these stocks might be overextended. But as far as sleeping better at night? Ha. I say you should be sleeping about half as bad as you would be sleeping if you had QCOM. And from the looks of your thoughts on QCOM, half as bad isn't very good. My ability to sleep has nothing to do with market caps but with the fact I've held JDSU for nearly two years and with a zero base feel comfortable holding my core position long term. If I held Q, I'd be in agony wondering when to take profits. No stock can go straight up forever. We're not talking valuations, we're talking market action. And when profit-taking sets in, all the high-flying techs will get hair cuts. I don't understand what you mean when you say, "QCOM has an opportunity to make JDSU's market cap far less than it is today with its HDR initiative." How will Q impact JDSU's growth? TIA Pat

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