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


To: Tecinvestor who wrote (3520)12/30/1999 4:42:00 PM
From: t2  Read Replies (1) | Respond to of 24042
 
Mutual fund inflow data for Novembers shows how much money has flowed into safe money market funds. That is more reason to expect a sustained rally in the markets. Notice the difference between the stock and money market fund flows.
That shows fear ahead of Y2K---a bullish sign. I am expecting a flood of money like we have not seen for a long time.
biz.yahoo.com



To: Tecinvestor who wrote (3520)12/30/1999 6:15:00 PM
From: DownSouth  Respond to of 24042
 
Thanks for your salient response, Tec.

I agree that the Gruntal forecast is a good one, but not anymore valid than the PW one.

I certainly am not going to make investment decisions based on my perception about analysts motives or credibility. I do my own DD with a host of friends here. We have had Q at such a target for a while. PW just caught on much later.

Others will too as the year progresses and the stock will continue to rise.



To: Tecinvestor who wrote (3520)1/1/2000 11:42:00 AM
From: MileHigh  Read Replies (2) | Respond to of 24042
 
Tec,

Dig a little deeper, which one is more expensive? I will be
glad to revise my input numbers. Remember, BIG NUMBERS
SCARE PEOPLE, thus the hysteria over QCOM $1,000 price
target....

No disrespect intended, but your argument about
QCOM being overvalued and but being high on JDSU is like
the pot calling the kettle black...They are both sporting
high PEG ratios.

Symbol Price Est'01 Growth PE PEG
JDSU $161.00 $1.00 50 161.00 3.22
QCOM $176.00 $1.31 45 134.35 2.99

MileHigh

PS- JDSU is my #2 holding, QCOM #1