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

To: Boplicity who wrote (8215)	3/31/2000 4:40:00 PM
From: sam	Read Replies (3) \| Respond to of 24042

I am not so sure I agree with you about the opticals being revalued -- like B2B. The B2B revaluation is a direct result of the competition (as was the B2C revaluation) that has made companies like CMRC take a small ownership percentage of a new entity, as opposed to the constant revenue stream the Street had hoped CMRC would receive. That began with the Autoexchange -- and became even more pronounced with the JNJ/Abbott Labs deal. Less revenues (at least that's how it seems at the moment) means a lower multiple. Makes some sense. [One question the begs to be answered -- how will Oracle be effected by this revaluation? Not sure of this yet myself, as ORCL derives the lion share of its revs elsewhere]. Now, the opticals like JDSU, SDLI etc..., on the other hand, have no such competitive pressuring requiring drastic changes in the way they derive revenues. Indeed, to the contrary, there is MORE of a risk of a lack of competition in the space. All this said, JDSU will naturally go through consolidation phases -- that may at times seem drastic -- but that is entirely different than a revaluation imho.