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Technology Stocks : Harmonic Lightwaves (HLIT)
HLIT 10.27+0.3%3:59 PM EST

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To: Stoctrash who wrote (3294)2/10/2000 8:13:00 PM
From: John Wright  Read Replies (2) of 4134
 
>>WHY?? That's like selling CSCO, MSFT or GE, IMO.<<<

My JDSU selling was strictly based on a short to medium term valuation. I agree JDSU has a great future but I think a huge portion of this has already been captured in its current market capitalization.

HLIT at a mkt cap of $3.5b offers better value IMO. Any additional thoughts out there? Is a medium term valuation of $10 to 15b within the realm of possibility?


John

P.S. FredE, you've been an SI member since 1995. One of the early ones!

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