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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Hobie1Kenobe who wrote (9834)	10/25/2000 9:47:32 PM
From: pinhi	Read Replies (1) of 65232

Yea, covered my QCOM last week. Thought about buying back the calls today-probably should have. Anyway, consensus estimate for JDSU '01 is .93 for a forward pe of 76, and GLW is $1.43 for a forward pe of about 55. Not too bad. Last time I did this "analysis" was with QCOM at 100. and we know what happened there. The pe got even better. Pinhi

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