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

To: DownSouth who wrote (1786)	11/5/1999 8:41:00 PM
From: Guy Gordon	Read Replies (3) \| Respond to of 24042

Oh come on. JDSU us a parts supplier. Parts suppliers can be very profitable, when there aren't too many of them. I made plenty on Seagate and Quantum in the disk drive sector. (Wouldn't own them now, though. No margins.) If you want a gorilla buy CSCO. No offence, DS, but I dislike these cheerleading type posts. JDSU will never be a CSCO or GE. It doesn't have to be. We would all be better served by a realistic conception of this company and it's future. (Which we both agree is grand.) Let me tell you what happens to Intellectual Property: it gets cross-licensed. Someone develops something JDSU badly needs. The price of a license is a patent sharing agreement. Or your biggest customers demand a second source. They won't buy from you if you don't license your technology to others. Happens all the time. Remember, LU has Bell Labs. IBM has fantastic research. These labs will develop things that JDSU must have. You know, I hate being the wet blanket on this thread. What I really want to do is jump up and down shouting "Wow! I've got a 212% profit on JDSU in only six months!" But if have to tell you, this kind of euphoria is dangerous. Investing is best done without emotion. Sorry.