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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Peter Sherman who wrote (19186)	3/1/2000 9:51:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

how can JJDSU have the same market cap when -- 1 - QCOM will earn - profits - 750 million or more this year while JDSU earns zilch, and 2 - JDSU's annual business was 250 million while QCOM is a couple of billion "The madness of crowds, and other delusions" This is why the market is scary! On th other hand , JDSU is not in a big fight to get it's product accepted.

To: Peter Sherman who wrote (19186)	3/1/2000 11:16:00 PM
From: mariner	Respond to of 54805

Peter I think you need to look at JDSU after taking out the non-recurring financial items. There's no point saying JDSU doesn't make money when a whole lot of the loss is goodwill associated with the merger with JDS Fitel (possibly the most synergeous merger ever?) I pretty sure that you'll find JDSU has an operating profit once one time items are taken out. Second point: JDSU continues to grow at rates approaching 100%. I don't think QCOM is in that category at this time. While I hold plenty of QCOM, I don't think JDSU's valuation is all that out to lunch when you look at things more closely. By the way, imho, QCOM is simply taking a breather here. Momemtum folks have moved on. There's a certain amount of uncertainty lately about China, royalty postions, patents etc. I think the Q will be just fine once the "wall of worry" is climbed.