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Technology Stocks : SDLI - JDSU transition

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To: pat mudge who wrote (967)3/31/2001 8:39:16 PM
From: gbh  Read Replies (1) of 3294
 
I thought you said we were going to 10.

I do now think JSDU, CSCO and NT all could trade below 10. Its just a number. If they earn .40-.50 this year, with maybe 20% growth next year (understanding with what we now know that even this is on the optimistic side), what would you say they should be worth? The fact that they so recently traded above 100 is just simply irrelevant.

I know you try to avoid the stock price and stick to the business prospects. And I commend you for that. But let me pose the question to you. What do you think the stock is worth, given realistic earnings prospects of .60-.65 next year?

Gary
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