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Technology Stocks : JDS Uniphase (JDSU)
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To: Cary Salsberg who wrote (20639)6/23/2001 9:20:11 PM
From: Proud_Infidel  Read Replies (1) of 24042
 
I think, after revenues fall in successive Qs from $900M to $600M to an initial forecast of $450, it would be prudent to wait until revenues stabilize. In the current environment, one must carefully balance greed and fear. $700M/q after 10 years only merits a price of $14 at a P/S of 6.

If you really believe this, then why did you recently buy JDSU at $15? Additionally, buying at $10(as you said you would do in a previous post) would yield a total return for 10 years for 40% and yet you did this. A money market would outperform this if indeed it came to fruition. And if you believe $14 is even a remote possibility ten years hence, why did you buy at a higher price?

Consistent, you are not.
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