Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Kent Rattey who wrote (698)	8/1/1999 11:11:00 AM
From: Brian K Crawford	Read Replies (2) \| Respond to of 24042

Hi Kent, I am new to the thread and new to JDSU. The company and the stock are a beautiful thing to behold. The bottom line here at the company I work for, is that we can't light our backbone fiber fast enough. How about taking a stab at answering a few questions for a newer JDSU long? I am trying to understand the strength of their competitive position and the degree of competition they will face going forward. A few questions for you: 1. Who are JDSU's primary customers...Lucent, NorTel, Siemens, et al? 2. Do you see any evidence that these "big arms dealers" to the telcos will want to produce the components that are currently bought from JDSU in-house? 3. Are there competing suppliers that can threaten JDSU's position? 4. What is the future for continuing implementations at your company? Do you see these accelerating, stable, or are we in a burst of installs that will tail off soon. 5. Same questions for your industry. Don't mean to put you on the spot. I appreciate the chance to get the insight of someone that is close to the purchase and implementation decisions. Best regards, Brian

To: Kent Rattey who wrote (698)	8/1/1999 11:44:00 AM
From: MileHigh	Respond to of 24042

The bottom line here at the company I work for, is that we can't light our backbone fiber fast enough. This really answers a lot of people questions, enough said! MileHigh

To: Kent Rattey who wrote (698)	8/2/1999 1:01:00 AM
From: Hank Stamper	Respond to of 24042

"Telecommunications doesn't appear to be one of your strong suits. " You missed my point, I think. 1. I believe FO has one heck of a future. 2. We are only at the cusp of this future. 3. JDSU is at the very front of the phalanx. (And, the Huns' elephants are no where in sight.) 4. But, the business cycle has not been abolished. And, Mr. Market only pays extraordinarily high P/Es for limited time periods. I do not chase stocks, even this one, upward. That, in my opinion, is much too dangerous. Stock market history is on my side with regard to this point. Don't confuse a bull market for brains, is my motto. "You must think QCOM is really off the valuation charts. The banks and drugs stocks are cheap right now." I don't follow QCOM. As for the banks, for years were were in a period of dropping or stable inflation rates. Now, it is clear we are into a period of rising inflation. Traditionally this condition hurts bank earnings. I would not consider banks until the inflation picture looks different. Bad value now, IMO. Drug stock prices have not kept pace with the S&P, true. They may appear to be bargains. But when I looked into this just last week I found they are still above their historical average P/Es. Just because a stock is "cheap" in price does not mean it is a good buy until it is selling at a good value. I like to wait until something good goes on sale with good value. Why spend $200 on a pair of good shoes when you only have to wait and get the same pair for much less? I have expressed similar sentiments previously on this thread and it is clear that I and some others here simply do not see the problem of how to place value onto this company's stock the same way. I do respect your and other's opinions, I am simply much more value oriented and hence conservative in the present conditions in this stock and the broader market. Ciao, David Todtman