SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : The Critical Investing Workshop
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: djia101362 who wrote (16737)4/27/2000 10:57:00 PM
From: djia101362  Read Replies (1) of 35685
 
One other thing I did not mention but I think is very important is Wall Street's perception of both companies.

There's no denying that QCOM dropped a bomb on the street after Q1 earnings and the stock has paid dearly for it since then.

On the other hand, JDSU has not skipped a beat and the growth story there is very much intact. The one very important difference between the 2 companies right now is that JDSU management is telling analysts that they need to increase estimates...the most bullish case for any stock.

I even think that NTAP is probably a better investment than QCOM right now. I'd rank NTAP right up there with JDSU for companies in markets that are exploding at the seams.

Remember, I still own some QCOM...I just think that JDSU and NTAP are better growth stories right now.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News