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

To: Lee who wrote (4341)1/12/2000 7:57:00 AM
From: t2  Respond to of 24042
 
I just heard on CNBC that the growth rate on Yahoo is not that high---revenue and EPS---and very high PEs. Compare that to the optical companies with huge rates of growth and PEs a lot lower. As we read in that article about JDSU yesterday in which Kevin Kalkhoven(JDSU CEO) commented on the high barriers to entry and how different it is compared to internet companies. I am reposting it again in case someone missed it. Great article.
Message 12531861



To: Lee who wrote (4341)1/12/2000 11:03:00 AM
From: pat mudge  Respond to of 24042
 
Thanks for making the chart. It'll be interesting to compare each company's revenues. I'll also be watching to see which components are affected and how they meet the different manufacturing challenges. Expertise, mfg/pkging, qualifying. . . all were mentioned.

Pat


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