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To: djia101362 who wrote (16737)	4/27/2000 10:57:00 PM
From: djia101362	Read Replies (1) \| Respond to of 35685

One other thing I did not mention but I think is very important is Wall Street's perception of both companies. There's no denying that QCOM dropped a bomb on the street after Q1 earnings and the stock has paid dearly for it since then. On the other hand, JDSU has not skipped a beat and the growth story there is very much intact. The one very important difference between the 2 companies right now is that JDSU management is telling analysts that they need to increase estimates...the most bullish case for any stock. I even think that NTAP is probably a better investment than QCOM right now. I'd rank NTAP right up there with JDSU for companies in markets that are exploding at the seams. Remember, I still own some QCOM...I just think that JDSU and NTAP are better growth stories right now.

To: djia101362 who wrote (16737)	4/27/2000 11:06:00 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 35685

QCOM is between a fast gear and a much faster gear ever change gears and not find the next one so quickly? HDR will change the landscape of wireless forever it will also change the landscape of QCOM visavis phone suppliers JDSU is running on all cylinders but JDSU is trading at 62 times sales and QCOM is trading at 20 times sales I personally cannot justify buying JDSU here but I also bet JDSU outperforms QCOM in next two months I also bet QCOM outperforms JDSU from here in next 12 months a strange horse race between these two upcoming giants JDSU was ahead all winter QCOM was ahead all last summer and autumn, and recently / JW