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

To: Boplicity who wrote (7098)	3/5/2000 3:47:00 AM
From: michael a. rowe	Read Replies (4) \| Respond to of 24042

incredible.....who cares what the market cap is....the stock should be priced using growth rates the recent phenomenon where people figured out how to multiply the number of shares * price per share and use the resulting number as the determination of where the stock price will go is idiotic i guess people like you will feel better when csco goes past 1 trillion, it will be like starting at 1 again and then what will your artificial top end be?

To: Boplicity who wrote (7098)	3/5/2000 9:02:00 AM
From: Baton	Read Replies (2) \| Respond to of 24042

Greg: I agree with you on valuations. I believe that CSCO and MSFT are the only companies with a market cap higher than 300 Billion. JDSU will not see the kind of growth that it has seen over the last 2 years, but it could easily become Ciscoesque and grow at the 100-150% year to year rate. My expectations are for JDSU to split again in summer and sustain a share price of approximately $150 into the fall. That would put it slightly more than a double from here. After that, we can only guess. However if we continue to split and double once each year for five years, a 100K investment will be worth well over 3 million. And that ain't too bad. Baton

To: Boplicity who wrote (7098)	3/5/2000 11:10:00 AM
From: Jenne	Respond to of 24042

Play Description It seems lately that split runs, rather than tax revenues, could be used to pay off the national debt. They certainly have been profitable. Probably one of the better ones we'll see could be put on by JDSU as it approaches its 2:1 split date on March 10. Split adjusted shares will begin trading on March 13. While volume fell slightly below the ADV by week's end, we expect JDSU to rocket forward, not just on the split run, but also following what is anticipated to be new product introductions by JDSU at the Optical Fiber Comm (OFC 2000) conference to be held this week in Baltimore. There's a buzz surrounding this meeting like we haven't heard in a long time. Just listen to Chris Crespi, analyst at Banc of America Securities from a Reuter's article: "We expect the stock price of the participating companies to swing wildly by week's end." Technically though, JDSU wasn't all that flashy by last week's end. Don't get us wrong; we'll take a $7 gain on any Friday if it's handed to us. However, JDSU hovered around $280 and generally failed to keep pace with the NASDAQ all of Friday. That slightly sagging volume doesn't look good either considering the OFC 2000 event and 2:1 split. Support is around $270, though we don't think it will get to the next level at $260 before the split. If you are real aggressive, $280 may actually be support. There was some strange talk that market makers were trying to keep JDSU under $280 on Friday. We are not clear on that line of thinking, but Friday's chart clearly shows the market's intent to keep this normally volatile issue rangebound in the extreme. optioninvestor