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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (71041)	5/3/2001 8:38:43 PM
From: Ben Wa	Respond to of 122087

If one were to look at the in-process R&D writeoffs that JDSU has taken historically when they acquired stuff, a natural question is if the technology potential was so worthless, why did they acquire it in the first place? Next piece of the puzzle is to look at what happens to reported future earnings when the acquired company produces products after the cost of the acquisition has been written down to almost nada. Also look at the benefit JDSU has received from the tax shield on stock options given to employees. That helps cash flow a hell of a lot. If you look at the current cash on the balance sheet and go to each 10q, 10k, historically, it is interesting to see how earnings and cash were generated.