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

To: Jack T. Pearson who wrote (16029)	1/7/2001 5:42:58 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 24042

JAck :Loose said. ``I think we can keep growing the top and bottom lines by 20 to 30 percent a year.'' not just for 2001. he was talking about long term growth for several years. ZO

To: Jack T. Pearson who wrote (16029)	1/7/2001 6:21:42 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 24042

Jack, GLW will earn in current year 2001 1.41$ per share, accoring to First Call (recently GLW said it will be in high end of estimate, which would be 1.47) biz.yahoo.com So, GLW trades at PE of 35 of current year Tell me Jack why are you lying by saying that PE is 76??? is this the only argument you have left. Spread pure lie!!! You have your rose colored glasses on. Read between the lines in the Corning statement. They grew at 70%. They are forecasting 20% to 30% growth. Their P/E is 76. Why would anyone be willing to pay a higher price for the stock?

To: Jack T. Pearson who wrote (16029)	1/7/2001 9:13:59 PM
From: pat mudge	Read Replies (2) \| Respond to of 24042

They grew at 70%. They are forecasting 20% to 30% growth. Their P/E is 76. Why would anyone be willing to pay a higher price for the stock? Keep in mind anyone who guides too high has to pay a huge price if they miss. Two recent examples of conservative guidance are NT and ALA: NT: looking forward to 2001, the Registrant continues to expect that he overall market will grow in excess of 20 percent. The registrant also continues to expect to grow significantly faster than the market, with anticipated growth in revenues and earnings per share from operations in the 30 to 35 percent range. ALA: Company officials said its telecom units will post sales growth of 35 percent to 40 percent this year and at least 25 percent growth in 2001. Based on all the rumors about slowing capex, having optical networking companies guide in the 25 - 35% range is extremely positive. I doubt they would give these numbers without knowing they could be met. As for P/E, I think you have to look at forward guidance and then compare to others in the sector. Pat