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To: Jill who wrote (16359)	4/25/2000 8:51:00 PM
From: Jim Willie CB	Respond to of 35685

big advantages for JDSU imo are steady strong growth, zero political issues weighing on the stock/company, fullboat product offering, huge infra buildout big disadvantage is simple: trading at 61 times sales earnings growth rate is now annually what, 75% an argument could be made that it has priced in y2002 sales comparison of Price/Sales: JNPR Juniper = 138/1 JDSU = 61/1 FDRY Foundry = 47/1 CREE = 40/1 RNWK = 38/1 NTAP = 36/1 (higher after today) CSCO = 30/1 ELON = 22.5/1 ORCL = 22/1 QCOM = 19.6/1 INTC = 13/1 CNXT = 6.7/1 NT = 6/1 LU = 4.9/1 / Jim