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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 9:30 AM EST
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To: Voltaire who wrote (81103)9/21/2000 8:40:31 PM
From: 16yearcycle  Read Replies (2) of 152472
 
If SDLi hits around 300 manana, God forbid, it has to be as sure a thing as anything on the exchange. I was at the Montgomery conference meeting on Wednesday where Sdli told us they were nearly 100% certain the JDSU merger will close, and they are willing to accept whatever justice wants them to do, ie, to unload, in order to get the merger done.

Meanwhile, Jdsu will do about .18 this quarter, and the sdli merger is accretive. I suspect .23 is sure in the 4th q, if SDLI is included. At 300, sldi is selling at the equivalent of JDSU at 79, which is a forward pe of significantly below 60 on estimates the company is providing for the next year. And JDSU is acting very sure that they will continue to pump out 100% growth.

The rewards will be great for those who step in front of this train BUT don't forget to position yourself to survive the initial blow.
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