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: Cary Salsberg who wrote (20639)	6/22/2001 9:12:24 PM
From: KMcKlendin	Read Replies (1) \| Respond to of 24042

Cary and Own, Thank you for your valuable input. My original plan had been to start buying at 10 (done) and average down (still waiting). Well on a personal note I'm off to my intern graduation dinner. I'd like to refer any interested to a comprehensive, 11 page article about 40G. lightreading.com --Keith (no longer an intern)

To: Cary Salsberg who wrote (20639)	6/23/2001 9:20:11 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 24042

I think, after revenues fall in successive Qs from $900M to $600M to an initial forecast of $450, it would be prudent to wait until revenues stabilize. In the current environment, one must carefully balance greed and fear. $700M/q after 10 years only merits a price of $14 at a P/S of 6. If you really believe this, then why did you recently buy JDSU at $15? Additionally, buying at $10(as you said you would do in a previous post) would yield a total return for 10 years for 40% and yet you did this. A money market would outperform this if indeed it came to fruition. And if you believe $14 is even a remote possibility ten years hence, why did you buy at a higher price? Consistent, you are not.