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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?


To: pat mudge who wrote (12289)8/10/2000 3:30:32 PM
From: peggylynn  Respond to of 24042
 
Frozen Canuck posted a very brief take on Mitel's announcement on TMF boards.fool.com. The thread it is posted on, "Technologies for WDM" is worth the read. - peggylynn



To: pat mudge who wrote (12289)8/11/2000 8:03:28 PM
From: peggylynn  Respond to of 24042
 
How long will it take Mitel to take technology from lab to product?

Pat - Mitel will begin testing their prototype early next year according to an Ottawa Citizen article Ken Phillipps posted on the NT thread. Apparently LUMM claims to have something similar. - peggylynn

Hot new chip drives up Mitel shares
Message 14200834



To: pat mudge who wrote (12289)8/11/2000 10:04:28 PM
From: Dennis J Baltz  Read Replies (1) | Respond to of 24042
 
Pat

I have a question for you. Why do you think JDSU has been so flat the past 5 months? Their sales and profits indicate they should be doing much better. Do yo think the SDLI merger with it's high PE cost could be a factor? JDSU is paying a hefty PE and/or PEG price for SDLI. Could this be what's depressing JDSU from climbing and could the merger's finalization escalate JDSU's PE ratio so much it would cause possible stock price drops down to JDSU's normal PE ratio? I've seen this happen to many other companies in the past.

Or, do you think the continued explosive growth of JDSU would only make it a short matter of time before JDSU would move back to it's normal PE range? I've always felt that when a company experiences 173% year over year growth, it's going to be hard to keep it down for long. But the flat last 5 months have been a surprise.

Thanks in advance,
Dennis Baltz