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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Boplicity who wrote (46001)10/24/1999 11:29:00 PM
From: MileHigh  Read Replies (1) | Respond to of 152472
 
I know all about optical networking being hot. It was a valuation call on my part. JDSU trading at around 86X '01 Est. and Q trading well under that level, even under it's growth rate, it can be argued.

Does that mean Q will outperform? No. Does it mean JDSU will under perform? No. Just a valuation call on my part. JDSU is a great company, so is Q. Q trades at a discount to the industry and is in the drivers seat as well.

Happy Hunting!

MileHigh



To: Boplicity who wrote (46001)10/25/1999 12:36:00 AM
From: Kayaker  Read Replies (1) | Respond to of 152472
 
I have made JDSU my second largest holding after QCOM because of the above.

HEY! Wait a minute here.... that's my account!