JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Jill who wrote (4290)	1/11/2000 2:33:00 PM
From: Wyätt Gwyön	Read Replies (1) of 24042

I bought JDSU calls when underlying was at 110 (split adjusted)...sold today w/underlying at 204. JDSU has market cap of 56.5 billion; run-rate revenues of 1 billion this quarter (that means, 250 million in revs for the quarter), I believe. Like QCOM, the assignment of a market cap at this point is pretty arbitrary--best to pick a personal "comfort point". I will be back in JDSU, after the next "drop" (maybe there'll be a runup to 265 and then a "dip" back to 215, LOL! but I think the "meat of the swing" up from 213ish presplit has already happened and more consolidation needs to happen for me to be comfortable [you are free to disagree]). Many ways to skin a cat; find what you are comfortable with. I'd rather play the "little guys" (SDLI and ETEK) at the moment.

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