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


To: DownSouth who wrote (758)8/10/1999 11:01:00 PM
From: MileHigh  Read Replies (1) | Respond to of 24042
 
Down,

I agree-- which has better value CSCO at 75 PE growing earnings at 25% a year, or JDSU, PE of 55 growing earnings at 50%/year?

MileHigh



To: DownSouth who wrote (758)8/11/1999 12:25:00 AM
From: JMD  Read Replies (2) | Respond to of 24042
 
Thanks for the response DownSouth--much appreciated. I get queasy with the 'new' metric of the earnings growth rate / PE unless the quality of earnings is very, very solid (which certainly seems to be the case with JDSU). Besides, this might be the only way to get a bunch of 'I told you so' investor friends off my back. best, mike doyle