Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Langford who wrote (89870)	3/28/2000 6:35:00 PM
From: Wes Stevens	Respond to of 108040

JDSU is in the right business and has great revenue growth. But they are expensive with a forward p/e of 370 if they make their 2000 numbers. The biggest threat to them are some of the new technologies that could drop the price of DWDM to a fraction of what they are today and hurt their margins in that area. An all optical switch would also hurt them as the as it would compete with some of their current products. But they are I'm sure working on their own switch. The future is optical and they are one of the strongest in optical.