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


To: SJS who wrote (5028)1/24/2000 10:43:00 AM
From: waverider  Read Replies (1) | Respond to of 24042
 
Steve...I forget, are we reporting after market on the 26th?

Remember that conversation we had about PMCS. I think we felt it wasn't going to do a QCOM. Well...still, a very nice ride!

Take Care,
Rick



To: SJS who wrote (5028)1/24/2000 10:43:00 AM
From: Scripts  Read Replies (2) | Respond to of 24042
 
Another view::

.... And, while JDS Uniphase Canada Ltd.
(JDU-T) is undeniably one of the brightest lights in the new economy (in more ways than
one), does its growth potential really stack
up to a forward P/E of 223 (based on the
consensus guesstimate for the fiscal year
ending June 30, 2001)?

canoe.ca



To: SJS who wrote (5028)1/24/2000 11:40:00 AM
From: Tunica Albuginea  Read Replies (3) | Respond to of 24042
 
SJS, I trade mu whole lot. Right now my portfolio is 100%
in JDSU. I have traded it daily for the past 23 weeks.
I decided to hold pre - earnings; I don't want to loose the large position I have.

To address the PE issue. That has not stopped the internuts from going to astronomicalÿ
PEs even though they are now becoming a commodity and you can buy the .comsÿ
at KMart by the dozen.ÿ
If any body should have a high PE it is JDSU because of the barrier and difficulty to entry.
It is clear to me that KK is pursuing JChambers/CSCO strategy of growth by acquisitionÿ
to become the Gorilla in optical networking. However there is a difference withÿ
CSCO. CSCO was never big in R&D it was mainly growth through acquisitions.ÿ
With JDSU instead I think we have a real hot bed in R&D.

reat long term prospects,

TAÿ

Message #5028 from SJS at Jan 24 2000 10:05AM

ÿÿÿÿÿ I thought you're trading this stock. Are the shares you're talking about a trading lot, or LT investing lot?

ÿÿÿÿÿ This stock is a volatile intraday mover (as you know), so it's good for trading. Lot's of people even scalp a few
ÿÿÿÿÿ points, or more.

ÿÿÿÿÿ So....it's hard to advise.

ÿÿÿÿÿ LT......hold. That's a no brainer.

ÿÿÿÿÿ Steve