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Technology Stocks : JDS Uniphase (JDSU)
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To: Sampat Saraf who wrote (21104)8/2/2001 7:45:44 PM
From: Cary Salsberg  Read Replies (2) of 24042
 
Why do careful analysis and then just hand wave about revenues?

The $920M included SDLI.

The tech bubble is still bursting for JDSU. There is a business lag relative to the stock market.

Nobody sees the future, but 16,000 layoffs give a good idea about the immediate future.

If and when JDSU is a $4B company, what kind of growth rate will they have?

CSCO and INTC executives dream of 30-50% growth per year. They seem to have missed the last year, or are they disingenuous?
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