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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Nichols who wrote (16718)	4/27/2000 8:58:00 PM
From: RR	Read Replies (1) \| Respond to of 35685

Nichols: Hope you read my prior posts to understand why. Further, I have other accounts for family members where I am not moving out which are for LTB&H. Rick

To: Nichols who wrote (16718)	4/27/2000 10:37:00 PM
From: djia101362	Read Replies (2) \| Respond to of 35685

Nichols, I'm sure you and many others on the porch will disagree with me but JDSU is growing at a faster rate than Q right now. JDSU is actually in a hyper-growth stage where QCOM's growth seems to be in a more mature stage. I would not be surprised to see JDSU's revenues exceed QCOM's within the next 3 years. For the FY ended 6/01, JDSU is expected to have approx $2.5B in revs which is a 75% increase from fy 6/00 revenues. This is a consevative estimate as stated by KK yesterday. FY 6/01 revs could easily reach $3B and I'm guessing FY 6/02 revs will reach $5B. If you want to go out further, FY 6/03 revs could reach $8B at which point I think JDSU could catch QCOM. If you read JDSU, GLW, and NT's earnings reports, you'd see that the fiber optics market is just exploding at the seems. I know wireless and CDMA are growing fast too but I don't think it's nearly as fast as JDSU's market. Some reports have indicated that the fiber optics market will grow by 18-20% annually for at least the next 25 years. I will still keep a few Q shares but I feel that my investment in JDSU will yield much larger returns in the short as well as long run. I'd like to hear a good argument on the prospects of both companies without having to put on my flame-proof suit. Besides, I don't think you guys want to burn down the porch do you?