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

To: Boplicity who wrote (8227)	3/31/2000 6:42:00 PM
From: sam	Read Replies (1) \| Respond to of 24042

Greg: No debate here w/r/t SDLI. And, fwiw, here's Jim Jubak's take as of today: at the recently concluded Optical Fiber Communications conference in Baltimore, SDL introduced new products for OC-192 optical fiber networks and two new optical amplifiers and new power pump modules for dense wave division multiplexing, all of which are among the hottest areas of the fiber network market. But at the same conference, JDS Uniphase introduced 30 new products, including OC-192 modules and dense wave division multiplexing components for 80-plus channels. JDS Uniphase certainly seems more aggressive in this space. But before I dumped SDL or traded SDL for JDS Uniphase, I'd want to think about the relative valuation of these two companies. At $100 billion against SDL's $14 billion in market capitalization, JDS Uniphase is about seven times larger. Adjusting for relative size, the two companies' different numbers of product introductions are about equal in their potential effect on future valuations. Before I made any buy/sell/hold decision, I'd also take a look at the growth rate of the market in which these companies compete. Fiber networking equipment is about as fast-growing a market as I can think of right now. I certainly think there's a strong argument for overweighting this industry by adding JDS Uniphase to a portfolio that already contains SDL, rather than replacing one stock with the other. In fact, that's the strategy I'm going to pursue with Jubak's Picks. I'm going to hold SDL though the current volatility and hope I can pick up JDS Uniphase within the next 10 days or so. thestreet.com

To: Boplicity who wrote (8227)	3/31/2000 7:51:00 PM
From: Kayaker	Read Replies (3) \| Respond to of 24042

Come on now, JDSU can not and will not keep up the pace it has. It needs to consolidate the monster move we just had.. Look what had happen to QCOM, same could very well be happening to JDSU, I little sideways base is in order.. I don't know how JDSU will compare to SDLI but I see the opposite of what you do. I'm not expecting any 20 points days, but I think the next 3-4 weeks will be up because (again) [1] the Nasdaq just got pounded, [2] JDSU is 20% off its high, [3] we're heading into what is expected to be very strong tech earnings, [4] JDSU will probably have strong earnings and a very rosy outlook. After that, when you're saying it should head up, I think we'll head down. After April earnings is typically a down period for tech, there will probably be renewed concerns about valuations, and I think there will be more than the usual jitters because of the May fed meeting. QCOM was a different story. It stalled because of the sideways comments in the conference call. I'm not betting the farm that I'm right, just my 5 year old 4x4 pickup.