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Technology Stocks : JDS Uniphase (JDSU)

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To: minorejoy2000 who wrote (21188)	8/10/2001 9:44:25 PM
From: Cary Salsberg	Read Replies (1) of 24042

Nobody is predicting revenues. Merrill Lynch had $450M, $450M, $450M, and $500M for the next year, but that was when JDSU predicted $450M for next quarter. A time to buy is when revenues stop falling. At least, then, a valuation may be made. I just checked ML and they have $360M, $360M, $400, $450. That is $1570M for 2002 and then they estimate $2190 for 2003. 6 times 2002 sales is $7.15 and 6 times 2003 is $9.95. Current prices are reasonable for these sales levels and they are just above the companies break-even target. Again, a time to buy is when revenues stop falling.

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