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To: H James Morris who wrote (117958)2/16/2001 6:10:55 PM
From: Mark Fowler  Read Replies (1) | Respond to of 164684
 
quicken.excite.com

Jim estimates for Exds to profit in '02.



To: H James Morris who wrote (117958)2/16/2001 6:23:11 PM
From: Mark Fowler  Read Replies (1) | Respond to of 164684
 
JIm i think NT is selling at about 20 times earnings at this price not bad.. The problem with that industry it's capital intensive . They got whipsawed by the slow down just like Csco and many others. It'll take time maybe to the 3rd or 4th qtr for them to work off the over capacity in the telcom industry. I think NT will do fine in the long run as Jdsu. I'd like to get Jdsu at 20 -25 bucks


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