JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Murrey Walker who wrote (20827)	7/24/2001 11:27:12 PM
From: puborectalis	Read Replies (2) of 24042

Switched from "sell" to "buy" by: ERP_tech123 Long-Term Sentiment: Buy 07/24/01 11:06 pm Msg: 329800 of 329806 Changed short term sentiment from “Sell” to “Buy”. Purchased JDSU at $9.05. Positives: From research JDSU has a fair market value of $10 in these current market conditions. Trough values in the $7-$9 with strong resistance. One piece of solid good news at these levels will send this stock rocketing. From research JDSU has a target range from $7 to low $#20’s. In my opinion it’s too risky being a short. JDSU has 1.5 billion dollars in cash and has by far one of the strongest balance sheets in their group. No debt to speak of. JDSU is the world leader in the fiber optic components arena and controls 80% of the market JDSU has the most advanced and robust line of fiber optics. The closest telecom gear maker to being called a ”one stop” shop. Expected to have the most effective cost structure upon completion of their global realignment program Although there is a so called glut of dark fiber it should be noted that to lit it up you need components provided by suppliers such as JDSU. Also, Merryl Lynch stated that only 3% of fiber optic line are used. In many circles these figures are found to be accurate but totally meaningless. In the mid eighties when there were mayor bottlenecks only 15% was used. It is an average and does not consider peak times. It is done as whole not line by line. If you do it by line by line it is found that many have to be upgraded next year. Report does not consider what kind of cable was layed 8DWM, 24 DWM., etc. 8DWM will be used um much faster. According to some researchers (i.e DeWitt capital) Telecom carriers will not be able to sustain these low levels of spending (and expect to survive) Negatives Expected 12 to 18 months to recover. How much of a recovery is unknown. To own this stock you better have a strong stomach.

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