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

To: trouthead who wrote (6628)	2/23/2000 1:12:00 PM
From: Lee	Read Replies (1) \| Respond to of 24042

Junior,..Re:. Why is it that this company is valued as 30 billion greater than CPQ? Think it has something to do with growth rate? <gg> Cheers, Lee

To: trouthead who wrote (6628)	2/23/2000 1:23:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 24042

You can't be serious with questions? I will make it simple for you, in a formula format. R = Revenue I = Increasing D = Desire to own E = Exploding E commerce JDSU = RID*E CPQ = D-I-R-E G

To: trouthead who wrote (6628)	2/23/2000 1:58:00 PM
From: Andy Yamaguchi	Respond to of 24042

Why this company is valued higher than CPQ? There is an optical networking revolution going on due to explosive growth of internet. JDSU is on the driver's seat for this revolution. CPQ? there is no comparison. Fiberoptics and optical networking are projected to grow at 100% for the next 10 years. CPQ? only grows at single digit. Fiberoptics and optical networking are still in their infancy. I am riding on this train instead of missing the next intc and csco. Andy