JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Kent Rattey who wrote (5418)	1/27/2000 5:56:00 PM
From: Hank Stamper	Read Replies (2) of 24042

Kent, Well heck. What can I say? I guess my brilliance finally won you over! <vbg> Seriously, I have benefited greatly from your posts about the intensity of the sales growth in FO--that helped to confirm my original decision to buy JDU. Yes, anybody who didn't take my oft-stated position and bought the stock on the upward expansion of the P/E was well-rewarded on paper. We all had a heck of a lot of fun--it was a wild ride and we did it in the Cowboy way. Now the trick will be to book the rewards in the area of the the top. The trick will be to avoid having to live through the panic of a sharply falling market. The only question is, when is the top? May I ask: What factors lead you to go to so much cash? Ciao, David Todtman

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