JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: SJS who wrote (11100)	7/6/2000 6:03:39 PM
From: Wyätt Gwyön	Read Replies (1) of 24042

My thinking is that unless there is a gross miss or upside surprise (+/- 15% or more ONLY from concensus either to the upside or downside), we should leave the pre-annoucement stuff alone I agree. Look at SDL and GLW--preannouncing significant upside, and "the game" being what it is, they will probably beat even what they "preannounced". So if JDSU did not preannounce, all it means is that the "upside surprise" is not going to be outsized. Not surprising given all the "integration" they have had to do. Still, they should beat estimates by at least a penny (i.e., they should do 13 cents vs. First Call's 12 cents). Not enough to get me interested, but probably enough to stave a selloff. On a slightly different topic, JDSU now about double QCOM's market cap (actually quite a bit more when you count ETEK). I remember earlier this year, marveling when JDSU finally overtook QCOM. My, how things change. Holders of JDSU may be a little sore not to see an immediate resumption of the ascent to the world's first $500 trillion market cap (that won't happen till sales hit 5BB LOL!), but there are a heck of a lot worse places you could be.

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