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

To: Martin A. Haas, Jr. who wrote (2035)	11/17/1999 8:11:00 PM
From: Roger Brown	Read Replies (1) \| Respond to of 24042

Looks like we are at about .32 right now over the past 3 months yielding an annualized PE of 200/.32/4 = 156. We're paying 156 times earnings for a firm growing 100% at the front of a new revolution in technology application. How cheap can it get.... Too bad we don't report every two months! On and up!

To: Martin A. Haas, Jr. who wrote (2035)	11/17/1999 9:52:00 PM
From: Kent Rattey	Read Replies (1) \| Respond to of 24042

Gorilla on the hunt! quote.bloomberg.com Cisco Says It Plans to Buy More Fiber-Optic Makers (Update2) New York, Nov. 17 (Bloomberg) -- Cisco Systems Inc., the world's No. 1 maker of Internet equipment, said it plans to buy at least one maker of fiber-optic gear in the next 12 to 18 months to add products to sell to phone companies. Cisco is looking for equipment that boosts capacity on fiber networks using wave division multiplexing, or WDM, Senior Vice President Kevin Kennedy said. It also may seek to buy products to send voice and data traffic on fiber over long distances. The new products would help Cisco compete better with Nortel Networks Corp. and Lucent Technologies Inc. as phone companies look to fiber optics to handle Internet and data traffic that doubles every nine months. Cisco started its line of fiber-optic equipment by acquiring Cerent Corp., Monterey Networks Inc. and Pipelinks Inc. this year. ''We'll look for an appropriate time to make an acquisition,'' Kennedy said in an interview at the Warburg Dillon Read Telecom Conference in New York. Cisco shares rose 1/4 to 84 3/4. Shares of JDS Uniphase Corp., the world's biggest maker of parts for fiber-optic equipment, rose 4 7/8 to 199 7/8. Kennedy said San Jose, California-based Cisco is evaluating both startups like Cerent and more established WDM makers such as Ciena Corp. He declined to name any companies it has considered. ''We're looking at all possibilities. They all have their trade-offs,'' he said. Linthicum, Maryland-based Ciena, with sales in fiscal 1998 of $508 million, has been mentioned in the past as a possible target for Cisco. The company declined to comment last week on speculation that it was in talks with Cisco. NYSE/AMEX delayed 20 min. NASDAQ delayed 15 min.