JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Hank Stamper who wrote (4518)	1/17/2000 8:00:00 AM
From: Bill Holtzman	Read Replies (2) of 24042

Good for you taking your profits. However, my perception (if you want it ) is that you got spooked by the meteoric rise. This company is grounded in two fundamentals: Fundamental #1 is the science. Broadband means fiber. Fat pipes must be made of glass in the end. I'm buying into KK's belief that JDSU has a tremendous lead in the fiber components area, that the barriers to entry are high, and that JDSU will dominate the market for years. Fundamental #2 is the growing, insatiable appetite for bandwidth. I believe in this bandwidth revolution, and I believe that now and for the next few years the only limitation on the demand for fiber networks will be supply. Price is/will not be an issue. A better scenario for soaring profits could not be imagined. A monstrous earnings blowout will help confirm my beliefs. If I were you I'd keep a few shares anyway or at least buy a far out call option just so you can still enjoy the ride. Ciao!

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