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

To: 100cfm who wrote (47703)11/3/1999 4:57:00 PM
From: Peter Sherman  Respond to of 152472
 
with regard to JDSU, from a long time holder of Q [ six years ] -- JDSU has announced that estimates of 60-70% increase in business, YOY for 2000, is too low and that they see 80-90% at a minimum -- I am also long JDSU -- I see the forward PEs aligning at about 60 to 80 -- it looks like JDSU does 40% of its total business with NT and LU - do you think they would take a bite as JDS Fitel munched Uniphase?


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