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Non-Tech : The Critical Investing Workshop

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To: Jim Willie CB who wrote (16858)4/28/2000 4:57:00 PM
From: djia101362  Read Replies (1) of 35685
 
JWCB, my vote goes to JDSU to get to $200 first. I'm not sure why you keep pointing to JDSU's P/S ratio when they are growing sales 20% sequentially. The P/S ratio seems to be the least useful indicator for a company growing revenues this fast.

If JDSU was growing revs at a 20% annual rate rather than at a sequential quarter rate then I think your argument would be valid, not in this case. JMHO.

I'm not sure if you read my previous post but within 3 years I would not be surprised to see JDSU over take QCOM in revenues. Both companies are very close in market cap but I think JDSU's market cap will be larger very shortly, perhaps even next week.

QCOM blew it with the Q1 earnings and the street has never re-embraced their stock. QCOM was last year's big winner, JDSU will be this year's.

We shall he soon enough. I have much more JDSU than I do QCOM so you know which company I'm pulling for...I also know which one you are pulling for.
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