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

To: puborectalis who wrote (20828)	7/25/2001 12:49:32 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 24042

JDSU has 1.1B shares outstanding. Their $1.5B in cash is ~$1.40/share. Next quarters sales annualized, $1.8B is ~$1.60/share. Any arguement to purchase must be supported by revenue forecasts and valuation forecasts. Will $450M be the quarterly low or could it go to $250M? What will the 5 and 10 year revenue growth be? What level will it start from? What PE or P/S will this growth merit. Qualitative descriptions of company strengths show why we are interested, but qualitative models are necessary to start talking about purchase prices.

To: puborectalis who wrote (20828)	7/26/2001 8:51:11 AM
From: Tunica Albuginea	Respond to of 24042

Fallope, ERP_tech123 is already down ~3% in 24 hours on his purchase! " Changed short term sentiment from “Sell” to “Buy”. Purchased JDSU at $9.05.". My question is this: At this rate of investment dollare loss, how much can one loose in 12 - 18 months? " Trough values in the $7-$9 " That's not too bad is it? <bg>. From $9 to $7 is o n l y $2 loss, i.e. only ~ 30% loss. " Expected 12 to 18 months to recover. How much of a recovery is unknown " <bg> Maybe we ought to load up on Maalox before buying JDSU? " To own this stock you better have a strong stomach." TA