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Technology Stocks : JDS Uniphase (JDSU)
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To: puborectalis who wrote (20828)7/25/2001 12:49:32 AM
From: Cary Salsberg  Read Replies (1) of 24042
 
JDSU has 1.1B shares outstanding. Their $1.5B in cash is ~$1.40/share. Next quarters sales annualized, $1.8B is ~$1.60/share.

Any arguement to purchase must be supported by revenue forecasts and valuation forecasts.

Will $450M be the quarterly low or could it go to $250M?

What will the 5 and 10 year revenue growth be? What level will it start from? What PE or P/S will this growth merit.

Qualitative descriptions of company strengths show why we are interested, but qualitative models are necessary to start talking about purchase prices.
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