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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?

To: Wolf 2 who wrote (3097)	2/19/2001 11:06:04 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 4564

Wolf: If your only going to nibble on 1 I would pick JDSU over NT. NT has more problems than most people think. If you need to nibble on 2 in the space maybe look @ GLW. I like GLW over JDSU and I like JDSU. Tim

To: Wolf 2 who wrote (3097)	2/20/2001 10:00:19 AM
From: country boy	Read Replies (1) \| Respond to of 4564

Hey Wolf: <<JNPR puts>> Even I get lucky once a quarter. cb

To: Wolf 2 who wrote (3097)	2/20/2001 12:31:47 PM
From: Duane L. Olson	Respond to of 4564

Wolf -- I remember when you were looking at JDSU. and there was a lot of upside left at that time --- before the bubble started leaking a little. You had a good call, and we could have all picked up a few bucks -- espectially if we could learn to be as nimble as C.B... As for BoW: First, I FEEL like a charter member <gg>... Second, JDSU should be a candidate -- at some point. What's JDSU "really" worth. My first cut offering would be: JDSU is worth next year's earnings X it's growth rate. Two weeks ago that would have been something like $1.20 X 45, or a price of, say, 54. This week, that might be only 49. NEXT week might be, oh, 2 13/64 <g>. All seriousness aside, at next year's "sure thing" earnings of about $.90, and the expected growth rate something around 35 (or more, of course). That would put a price on JDSU, with this system, of about $32. Surprise! -- guess where it's trading?.... Are we willing to commit the next time the chart turns?..... perhaps, but there might be other relatively decent bargains competing by then. Still, it's a thought.. tso