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Technology Stocks : JDS Uniphase (JDSU)
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To: t2 who wrote (5321)1/27/2000 9:07:00 AM
From: RocketMan  Read Replies (1) of 24042
 
Many of us who have been in jdsu a while have also been in qcom since before the huge run-up, saw the mo crowd come in, saw them leave, and watced the post-earnings drop; but we are still in qcom, because we know that the numbers were great and consistent with their long range business plan.

Concerning jdsu, I'm happy to see that the street is slowly becoming aware of this company's prospects, the same way that they slowly became aware of qcom.

As you say, the mo crowd will come in, expectations will grow faster than the company will be able to deliver, and jdsu will likely also develop a bubble sometime in its future. But those of us who understand the value chain and emerging gorilla status of jdsu will remain here after that, as we have stayed in qcom.
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