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Technology Stocks : JDS Uniphase (JDSU)
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To: Cary Salsberg who wrote (23208)12/27/2002 2:33:01 AM
From: KMcKlendin  Read Replies (1) of 24042
 
Cary--

I agree that P/S is a useful way to value tech companies during downturns. However, the post bubble downturn that JDSU is currently in has been so severe that sales have been more depressed compared to a normal cyclical downturn. A higher amplitude rebound in sales from the trough may allow a higher price for JDSU than you argue for. As the internet will eventually outgrow the current overcapacity, sales should rebound at some uncertain point in the future. I am holding the stock as a long term play with an average cost basis of roughly 3.5. I'm interested in your thoughts on JDSU. I know at one time you were interested in owning the stock, but recently have been more negative on it.

--Keith
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