JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: SJS who wrote (5028)	1/24/2000 11:40:00 AM
From: Tunica Albuginea	Read Replies (3) of 24042

SJS, I trade mu whole lot. Right now my portfolio is 100% in JDSU. I have traded it daily for the past 23 weeks. I decided to hold pre - earnings; I don't want to loose the large position I have. To address the PE issue. That has not stopped the internuts from going to astronomicalÿ PEs even though they are now becoming a commodity and you can buy the .comsÿ at KMart by the dozen.ÿ If any body should have a high PE it is JDSU because of the barrier and difficulty to entry. It is clear to me that KK is pursuing JChambers/CSCO strategy of growth by acquisitionÿ to become the Gorilla in optical networking. However there is a difference withÿ CSCO. CSCO was never big in R&D it was mainly growth through acquisitions.ÿ With JDSU instead I think we have a real hot bed in R&D. reat long term prospects, TAÿ Message #5028 from SJS at Jan 24 2000 10:05AM ÿÿÿÿÿ I thought you're trading this stock. Are the shares you're talking about a trading lot, or LT investing lot? ÿÿÿÿÿ This stock is a volatile intraday mover (as you know), so it's good for trading. Lot's of people even scalp a few ÿÿÿÿÿ points, or more. ÿÿÿÿÿ So....it's hard to advise. ÿÿÿÿÿ LT......hold. That's a no brainer. ÿÿÿÿÿ Steve

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