SDLI - JDSU transition Message Board

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Technology Stocks : SDLI - JDSU transition

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To: DiB who wrote (3222)	7/3/2002 4:02:29 AM
From: OWN STOCK	of 3294

DiB: Beg to differ...not all options are under water, some are quite old and very cheap. Check out the insider trading. Pride and vision...that would be about it. I have reason to believe the cash compensation package is not enough to support their cost of living. Again, check insider sales. I expect some management compensation package adjustments will be necessary. You can only justify putting your own money (selling options) in if you already took a lot out. You flat cannot do it if you are under water. Buyback: I am not patient enough to wait for recovery in sales to drive valuation. Cash: Spending it to garner market share is foolish: you only benefit the customer at the expense of the shareholder, there is no residual value to that process. That market share will evaporate instantly at the first sign of recovery. They have no significant debt repayments to my knowledge. The best thing they could do with that much excess cash is make it grow valuation. If you cannot buy a positive cash stream (in the form of another company, or develop a new product, etc.) to increase valuation, then you should buy back stock. That is guaranteed to benefit the shareholder. JMHO -Own

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