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Strategies & Market Trends : The Options Box -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (477)	5/18/2000 4:03:00 PM
From: TradeOfTheDay	Respond to of 10876

SDLI even has a slightly better cash flow.... which seems to count again these days You've got me convinced

To: SecularBull who wrote (477)	5/18/2000 4:16:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 10876

"Greater ability for a company to move up from a $15B market cap than from $60B in the eyes of the market." That and their hold of the underwater Ramon laser niche' (if memory serves me correctly). As Moore says.. all companies get carried up in a tornado. ETEK's PE is lower than SDLI's though. Can't tell what JDSU's is due to all of their acquisitions and writing off the costs of those purchases. In JDSU's favor is that they now own something like 80-85+% of after market (not counting LU's or NT's internal mfg. of components) fiber optic component market... It would be good to see what those market figures are like now with this quarter - especially with Corning and ALA (correct symbol?) in the hunt to even a greater degree. I see this as, primarly, a two horse race between SDLI and JDSU. I think JDSU's size and market cap (greater ability to purchase other companies) give it an advantage though in the LT.