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

To: McNabb Brothers who wrote (12906)	10/4/2000 8:05:00 PM
From: Boplicity	Respond to of 24042

I was thinking about my comment after I posted it. Since DELL is the text book case for JIT manufacturing, they feel any slow down faster then any other PC manufacturer. So it's happening quickly for them. That said, it appears Mike still has some growing to do as a CEO, he needs to learn from the Master of tempering expectation, Gates. The PE ratio is around 40 now, once it gets down to 30 DELL could very well be a buy. If you start looking forward two years, maybe even a year out, all this pain we are having now, will be good, as in YOY comparisons way. Greg