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Technology Stocks : JDS Uniphase (JDSU)
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To: Brian P. who wrote (7799)3/17/2000 11:55:00 AM
From: 16yearcycle  Read Replies (1) of 24042
 
You've answered your own question. Jdsu is projecting growth well ahead of Dell's best rate for many years. Furthermore, Jdsu will have margins far in excess of anything Dell had.

As far as Jdsu outperforming Dell's 90's performance in the 2000's; there is no way that is going to happen. It can't rise that much. Jdsu's pe is probably too high for it double every year for even 5 years. As you are suggesting,I would factor in a severe pe contraction over the next 5 years. However, when a company is growing this fast, a big pe contraction still allows 50-80% multi-year compounding stock price growth. If the pe drop doesn't happen, great.
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