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Technology Stocks : JDS Uniphase (JDSU)

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To: Vahe who wrote (15320)12/25/2000 4:06:47 PM
From: Sonki  Read Replies (1) of 24042
 
There is a very good ON24 msg on jdsu. I am not able to paste "jdsu dirt cheap " on 12 /21/00 at 6.07 pm.

Please listen to that and explains how jdsu is now cheaper then glw, csco etc. Inspite of slowdowns in the industry this is now a value stock (imho).
1.12 Next year's estimate. 40/1.12 = aprox 40 even if erning esitmates are lowered to 1.0 from 1.12.
People are spooked by delay in the merger. My point is both of these companies are great on their own.

To gether they own 80-90% of this laser pump market. Above estimates DO NOT include and of sdli contributions.

glw, fnsr, csco are all trading at premium to their growth rate while jdsu trading at the growth rate.
Merry xmas
------------------------------------
detail zack's estimate below.



0.20
24
0.17
0.26
0.09
118.06 %

0.21
22
0.18
0.28
0.11
93.80 %

0.80
31
0.61
1.08
0.42
91.47 %

1.12
Next year's estimate. 40/1.12 = aprox 40 even if erning esitmates are lowered to 1.0 from 1.12.

22
1.02
1.51
0.80
38.82 %
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