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

To: Jon Koplik who wrote (5811)	2/1/2000 4:03:00 AM
From: Andy Yamaguchi	Read Replies (1) \| Respond to of 24042

JDSU grows 25% sequentially==0.44 a share for the next Dec. Q. and 1.14 a share for Dec. 2001 Q. This stock will be 1000 a share in 3 years.

To: Jon Koplik who wrote (5811)	2/1/2000 4:08:00 AM
From: Drake	Respond to of 24042

OT OT Jon, imo JDSU's value to the investment community is in the 'eye of the beholder'. (That doesn't tell you anything, does it?) Seriously, you 'nailed it' when you talked about the possibilities for future growth that are 'not now taken into consideration' -- and that you need to do 'dd' on. I, personally, will NEVER sell my JDSU, unless the fundamentals of the company change. Why -- because it is my belief that 5 years from now the share price will be far greater than its current 'all time high', and I can't think of another place to put my money that will give me 'more bang for my bucks' -- except, of course, other stocks that I feel the same way about. Wishing you well, dc

To: Jon Koplik who wrote (5811)	2/1/2000 8:31:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 24042

Jon, LOL! You guys harp on the people who got whipsawed out of QCOM due to them not fully understanding the QCOM story. Well, I think the same thing might have happened to you here with JDSU. Do a PEG comparison on Q and J. Granted J is not cheap nor is Q, but J is growing earnings at a CONSERVATIVE 75% per year and more like 100% a year (and there ain't no "slump" coming...JK) Seriously, J can not manu product fast enough. Nice position to be in. I am not making a prediction but I would just hold a position in this beast. It is my #1 holding. Happy Hunting! MileHigh

To: Jon Koplik who wrote (5811)	2/1/2000 12:07:00 PM
From: Hank Stamper	Read Replies (1) \| Respond to of 24042

"I was hoping to get some input, thoughts, opinions ... because I hope to be back in JDSU at some point in the future. " I rode JDSU from a p/e of 27 to its current level. I sold all a couple of weeks ago somewhat below the high. My reasons for selling include: a stock with a p/e of 200 requires perfection in everything and everything is not perfect in the overall economy/Fed policy. I like you will be back in at some point in the future when, presumably, the p/e will be closer to the historical norms for such fast growing companies. Ciao, David Todtman