SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: jmac who wrote (60605)1/7/2000 10:33:00 AM
From: Jon Koplik  Respond to of 152472
 
Re : JDS Uniphase -- one thing I notice is : JDSU is acquiring almost everyone who can complement their business.

When MSFT does this - my response is @*&%$ !

When JDSU does it, I think - great business strategy !

Jon.



To: jmac who wrote (60605)1/7/2000 11:37:00 AM
From: cfoe  Respond to of 152472
 
Why is everyone on this thread so positive on JDSU?


Cannot answer for anyone else, but I will tell you why I am (and added shares at $156 yesterday). To announce a split before you announce earnings is a sign that earnings are going to be very, very good. I do not take credit for this insight, I read it elsewhere (relative to QCOM's pre-earnings announcement last April if memory serves me).

FYI - JDSU is my 2nd largest $ holding. Q is 1st and will remain so for as far into the future as I can see.