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Politics : High Tolerance Plasticity

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To: Warpfactor who wrote (5357)	6/20/2001 3:35:31 PM
From: ItsAllCyclical	Read Replies (2) of 23153

I'm into JDSU as well at these prices mostly due to market cap and leadership within industry. We do have too much fiber in the ground that isn't "lit", but I don't think we have a similar multi-year glut of fiber components. Besides JDSU is #1 in their space and unlike CSCO their market cap is only 14 bil at these levels. Still large, but I believe JDSU can be a 50+ bil company again down the road. Still I'll probably sell calls if it trades back to 12-13+. ORCL, SUNW, CSCO etc are all great companies, but it's hard to grow companies of that size. JDSU is still small by comparison. On a Price/Sales basis and based on the valuation of the Nasdaq we could still see JDSU at 5-6 before it bottoms so I'm treading lightly.

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