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: sea_biscuit who wrote (21343)	8/24/2001 2:52:16 PM
From: Kent Rattey	Read Replies (2) \| Respond to of 24042

They did 3.2B with a very challenging business climate ending 6/1/01. Six times sales would be 18B. Market cap is 10B. By your definition, they're under-valued. I guess the Internet isn't "promising". It seems your telling me their sales will fall another 70% from here. I don't think so, Internet traffic continues to grow exponentially. Video is coming, and bandwidth will dry up in a NY second. I'm in the business, just watch. Financial ratio's are worthless during near recessionary times, which is what these are, particularly in tech. Overall zero economic growth isn't "normal". The metro dwarfs the long haul market....

To: sea_biscuit who wrote (21343)	8/24/2001 8:50:17 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 24042

Good! A revenue forecast! $1.32B / 1.5 = $0.88B. That is annual revenues of $880 million or quarterly $220 million. That is $130 million below break even and at this level they will hemorrhage cash. Their last forecast was $450 million for next quarter, but that lasted only a few weeks. Merrill Lynch is forecasting $360 million next quarter. If you can substantiate your revenue forecast, sufficiently, so that threaders buy your story, and your story turns out to be correct, you will save many readers from big losses and much grief. I hope your sense of altruism prompts you to try! TIA