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Technology Stocks : JDS Uniphase (JDSU)

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To: Wyätt Gwyön who wrote (12580)	9/13/2000 11:41:42 AM
From: SJS	of 24042

Hi Mucho, I've seen some analyst commentary raising some interesting points in regard to this. This is a somewhat distilled synopsis of those points. ___ The FT last week and even Gilder recently circumnavigated these ideas, so there is an exposition in those publications (which I don't have available offhand). Gilder mentioned to how in early stages of fast growth areas, the smaller insurgents with flexibility to design new products quicker get awarded higher multiples as investors pursue direct exposure to the new technology. Commenting further that over time the broader portfolio plays (like CSCO for example) aggressively adopt these technologies (CSCO always been a best tech ADOPTER) and overtime, those pureplay multiples valuations will decline. Interesting idea. What's after optical components for JDSU to keep it's multiple expansion robust? This might help us understand when and/or if JDSU will "take off again" like many of "early adopters" have already experienced (since I've been in since 1997). JDSU has a lot of digestion to do right now, it seems. Even more digestion when/if SDL gets absorbed. Steve

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