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Technology Stocks : JDS Uniphase (JDSU)

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To: Jon Koplik who wrote (5811)2/1/2000 8:31:00 AM
From: MileHigh  Read Replies (1) of 24042
 
Jon,

LOL! You guys harp on the people who got whipsawed out of QCOM due to them not fully understanding the QCOM story. Well, I think the same thing might have happened to you here with JDSU.

Do a PEG comparison on Q and J. Granted J is not cheap nor is Q, but J is growing earnings at a CONSERVATIVE 75% per year and more like 100% a year (and there ain't no "slump" coming...JK)

Seriously, J can not manu product fast enough. Nice position to be in. I am not making a prediction but I would just hold a position in this beast. It is my #1 holding.

Happy Hunting!

MileHigh
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