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To: E.J. Neitz Jr who wrote (35958)	12/14/2001 11:02:00 AM
From: Paul Moerman	Read Replies (1) \| Respond to of 53068

Ed, JDSU burned me really bad this year, so I have a lot of ill-will towards it. (If I had used stop losses like Kelvin so wisely advocates, it would have saved me several large). I think it's valuation is pretty high, market cap is 4.48 X sales according to quotes.freerealtime.com\|MarketGuide&symbol=JDSU&url=http://freerealtime.marketguide.com/cgi-bin/search.cgi%3FSEARCHFIELD=Ticker%2BSymbol%26REPORT=Snapshot%26QUERY=JDSU Corning, OTH, sports a price/sales ratio of just 1.19 per quotes.freerealtime.com\|MarketGuide&symbol=GLW&url=http://freerealtime.marketguide.com/cgi-bin/search.cgi%3FSEARCHFIELD=Ticker%2BSymbol%26REPORT=Snapshot%26QUERY=GLW I know there are many other measures of value, but JDSU is much riskier IMO than GLW.

To: E.J. Neitz Jr who wrote (35958)	12/14/2001 11:05:42 AM
From: Larry S.	Read Replies (1) \| Respond to of 53068

GLW and JDSU - these are both very good companies. They are being killed because of the slowdown in telco cap-ex and photonics. GLW is a solid company. It will be a lot higher in a few years. In the short run, it is out of favor, but it is being added to portfolios by value managers who's investing timezone is longer than the next 3 minutes. JDSU has major technologies in industries that will be major growth vehicles. It suffers from many of the problems of GLW, but GLW has a more diversified base and longer history both in R and D, and in dealing with business cycles. larry