Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JakeStraw who wrote (15934)	1/5/2001 12:15:47 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 24042

JakeStrw:Please read carefully: The following are different and equally true: "There are no, widely accepted INVESTING standards, as to how to value any company . and There are many ways to value a company. This is why people invest in Savings, or Treasuries, or fixed income, or growth. They are different ways to look at value. Each one has a different attitude towards investing, Get it? Don't mix apples with oranges. TA ========================================== Message #15934 from JakeStraw at Jan 5, 2001 12:03 PM >>no, widely accepted standards, as to how to value any company. Huh? That's the attitude that people who bought JDSU over $100 took. That's why people lost a bundle on 'net stocks. There are many ways to value a company, and people should take time to learn them!

To: JakeStraw who wrote (15934)	1/5/2001 12:21:03 PM
From: SJS	Read Replies (3) \| Respond to of 24042

Jake, Merrill Lynch currently thinks that JDSU will earn about .80/share in FY 2001 on about 3.85 billion in revenue. As a forward PE, that's only 56 (at a price of 45/share). If the growth rate of this sector is 25% (I think I am being conservative here, but you tell me.....), I don't see JDSU as wildly overvalued here with a PE of 56, or even a PE a little higher IF the sector growth rate is reasonable and sustainable. If WS thinks it can re-afford an expansion multiple to optics if we move out of this depressing psychological funk and buying restarts, I don't see why we can get back to between 80-100 within a year, or maybe higher. Thoughts on this? Comments? Steve

To: JakeStraw who wrote (15934)	1/5/2001 12:22:26 PM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 24042

JakeStraw, question to you: What is a good price for YOU to buy JDSU? ie, what would you pay to buy JDSU? $40? $35? $30? $25? $20? $15? $10? And, Question No 2, how did you arrive at that price? TA ======================================= Message #15934 from JakeStraw at Jan 5, 2001 12:03 PM >>no, widely accepted standards, as to how to value any company. Huh? That's the attitude that people who bought JDSU over $100 took. That's why people lost a bundle on 'net stocks. There are many ways to value a company, and people should take time to learn them!