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Technology Stocks : JDS Uniphase (JDSU)

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To: Jack T. Pearson who wrote (16029)	1/7/2001 9:13:59 PM
From: pat mudge	Read Replies (2) of 24042

They grew at 70%. They are forecasting 20% to 30% growth. Their P/E is 76. Why would anyone be willing to pay a higher price for the stock? Keep in mind anyone who guides too high has to pay a huge price if they miss. Two recent examples of conservative guidance are NT and ALA: NT: looking forward to 2001, the Registrant continues to expect that he overall market will grow in excess of 20 percent. The registrant also continues to expect to grow significantly faster than the market, with anticipated growth in revenues and earnings per share from operations in the 30 to 35 percent range. ALA: Company officials said its telecom units will post sales growth of 35 percent to 40 percent this year and at least 25 percent growth in 2001. Based on all the rumors about slowing capex, having optical networking companies guide in the 25 - 35% range is extremely positive. I doubt they would give these numbers without knowing they could be met. As for P/E, I think you have to look at forward guidance and then compare to others in the sector. Pat

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