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To: Daskin who wrote (3827)	7/27/2000 4:42:57 PM
From: DownSouth	Read Replies (2) \| Respond to of 10934

I am thinking sell JDSU for NTAP. Is this a good strategy? I own both and don't intend to sell either. In fact, they, in total, now represent almost 50% of my portfolio.

To: Daskin who wrote (3827)	7/27/2000 10:38:32 PM
From: BI*RI	Read Replies (2) \| Respond to of 10934

Well, since you asked...........and I was wondering the same thing, I ran some numbers today for comparison purposes: EPS'00 EPS'01 P/E'00 P/E'01 Growth PEG'00 PEG'01 NTAP .34 .51 279 186 50 5.6 3.7 JDSU .51 .97 265 139 48 5.5 2.9 EMC .76 .99 116 89 31 3.7 2.9 SEBL .87 1.15 161 122 44 3.7 2.8 CREE 1.00 1.48 118 80 32 3.7 2.5 QCOM 1.04 1.31 63 50 36 1.7 1.4 These were based on today's prices and includes earnings recently released except for CREE which just beat estimates for NEXT quarter, and NTAP which has yet to report. For those whose fiscal years just ended, I prorated earnings to as close to 2000 calendar year end as possible. Growth is analysts' estimated five year, which must be taken with a grain of salt (yeah, sure, CREE's gonna average 32%). But to use some fair comparison for rapidly growing companies in relation to slower ones, that's all I got. I'm 70% JDSU(37%), EMC(20%), and NTAP(13%). I was looking at rolling some of the JDSU into my other 5 stocks. But looking at the numbers made me see fairly equally positioned stocks, making the tax consequences not worth the effort. QCOM looks attractive, but if I were to add in my ROTHs which are 100% QCOM, then my % of holdings is already right there with NTAP. So, I'm sitting on my hands. Marc