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


To: Hank Stamper who wrote (4493)1/16/2000 12:24:00 AM
From: MileHigh  Read Replies (1) | Respond to of 24042
 
David,

He doesn't know, no one knows anything.

I got your website and will study it, but I will be looking for their agenda (Fiber that is). It is kind of like hearing certain FED governors speak, Angel is a Dove and there is another guy (can't remember his name) that is always a Hawk.

So you kind of have to take what they say with a grain of salt. One guy is always a Dove the other always a Hawk...Not real objective to me...

Not saying your Website is that way, but we will see...

Remember, EVERYONE has a bias!

MileHigh



To: Hank Stamper who wrote (4493)1/16/2000 12:39:00 AM
From: Boplicity  Respond to of 24042
 
Right now , JDSU has been Kinged by LU. E earnings has confirmed that they can't keep up with demand. What better conditions are there then owning the top dog in sector where demand out strips capacity? Furthermore I see the demand for JDSU equipment only growing. A war would have to happen to derail JDSU. Don't get me wrong, JDSU and stocks will get ahead of the pool of current buyers out there, they will correct, but rest assure JDSU will be higher this time next year.

Greg



To: Hank Stamper who wrote (4493)1/16/2000 1:05:00 PM
From: trouthead  Respond to of 24042
 
The pe premium is based on the companies growth. Even if their is a slow down in the economy fibre optic networks will continue to be built. Even if the number is cut in half, very unlikely, we still have estimated growth at 50% as the current estimate for JDSU growth is at 100% year to year.

Only 6% of US residents have broadband. As that expands the need for fibre will grow to a fevered pitch. The current network infrastructure is woefully inadequate for the future use of the internet as the hub and backbone for telephone, video, commerce, super email with voice and sound and huge attachments of pictures of the kids and millions of refrigerators talking to each other and ordering beer.

If they announce knockout earnings at the end of jan we will see 300 before the march split no matter what the inflation fears are.

IMHO of course
jb