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Technology Stocks : UNPH _ Uniphase

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To: JMD who wrote (972)8/27/1998 1:57:00 PM
From: Stewart V. Nelson  Read Replies (1) of 1261
 
Mike

UNPH is not cheap so you have to look for a logical entry point and then "hold your nose" and jump in! I would say the recent drop would constitute a logical entry point. Buy Smart and Hold. Look long term!

tscn.com

The high PSR does not bother me much for a company with less than $1B in sales (UNPH = $175M TTMs). Over $1B it is harder to grow. UNPH is still looking at several years of 50%+ CAGR.

I keep a close watch on these guys and feel very comfortable with the visibility of their future revenue.

Hey...Did you read about the Great White Shark attack at Stinsom Beach?

Regards
Stew
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