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

To: Hank Stamper who wrote (1238)	10/10/1999 11:23:00 PM
From: t2	Respond to of 24042

Management does not appear worried about analyst projections. Instead, the CEO seems pretty confident in every interview. Every comment from the CEO makes me believe this is one company that is firing on all cylinders and he (CEO)just can't contain his joy. They are being called the Microsoft of the fibre optics business (see an earlier story posted on this thread). That is some comparison. Last friday's late bounce in the stock seems to indicate that there a lot of believers in this company.

To: Hank Stamper who wrote (1238)	10/10/1999 11:42:00 PM
From: mariner	Respond to of 24042

David Could you please elaborate on this comment, I don't understand what you mean. "That's increases year over year of close to 20%. So, don't look for the broad demand for DWDM to fully fuel JDSU's growth." I appreciate you've regarded JDSU as overvalued for a long time now so perhaps you're trying to question the valuation again. Would appreciate you clarifying the above. Thanx

To: Hank Stamper who wrote (1238)	10/11/1999 2:08:00 AM
From: Kent Rattey	Read Replies (2) \| Respond to of 24042

David, Certainly JDSU's growth will slow from 90% TO 20% in less than 1 year. Once again, obviously you aren't employed by an ISP racing to deploy fiber. The complexity of this business is staggering, and accelerating. You aren't comprehending the explosiveness of the industry and the immediate need to compete. As an employee of a Tier 1 player, married to an employee of another Tier 1 player, and having read several of your posts, I can't remotely relate to anything your talking about. Kent