JDS Uniphase (JDSU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : JDS Uniphase (JDSU)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cary Salsberg who wrote (21102)	8/2/2001 7:31:04 PM
From: Sampat Saraf	Read Replies (2) of 24042

I think the 450 million or 350 million number just a transient number and when long term patterns of telecom growth are established we may come back to 900+ miilion per quarter. My reasons are: - Telecom will likely be the growth area due to internet being the growth engine in future. Even if US is saturated there must be substantial future revenue streams from abroad. - We are not sure if 920 M included SDLI revenue, which was to the tune of 175 M in Dec 2000 quarter. - The whole reasoning behind using P/S valuation is to derive longer term trends and not to value based on short term earnings numbers. Even 6-9 months after the Tech bubble bursted JDSU has recorded these revenue numbers, so they must be attainable on a long term basis.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next