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


To: Rick Buskey who wrote (954)9/7/1999 7:12:00 PM
From: SJS  Read Replies (1) | Respond to of 24042
 
Here's another angle. If it's IRA money. JUST BUY IT. Pullbacks are hard to time here, especially with all the new found enthusiam created by CSCO/Cerent, the exposure of the secondary, the "darling" status after the "perfect" merger, and you guessed it - that stunning chart.

If it's NOT IRA money, and you've got a LT horizon by definition, JUST BUY IT. I can't speak for every regular here, but most will admist that a LT horizon (say min even as small a time horizon as 1 year) will produce rewards for you.

How much?

It would be presumptuous for me to guess, so I won't. I will tell you to look at the CAGR of the optical area JDSU is in, which some analysts have pegged growing at 40+ %.

Now if we're dealing with the JDSU as the king, gorilla -whatever; that's a nice number to be thinking about for the segment, and what JDSU could do.

NOW......If JDSU takes some of that wad in the bank and does an acquistion with it, the stock price might take a hit if not "managed" right or if the street doesn't like the deal. That's the way the cookie crumbles. That's why we like management, who should have the experience and vision to do the RIGHT deal(s).

I see very little to derail this stock, personally. Many here add in "dribs, drabs...or even size" on pullbacks, so start with a small position, and add some later under the auspices of "the averaging plan".

If you're a trader with a ST horizon, you should have enough juice in the way this moves to make so money on it's daily or couple of day moves.

Good Luck...

Steve