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

To: BWAC who wrote (22247)	2/18/2002 1:14:37 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 24042

Consumed means "put in service", i.e. incorporated into customers products. I read where they said "up to 45%". So $250M Q revenue could "snapback" to as much as $417M some time in the second half or 2002. Merrill seems more confident in a "snapback" than in any prediction of bottom revenue or secular growth. They still rate JDSU (2-1) BUY-STRONG BUY for intermediate and long term. If JDSU claims $250M as the bottom revenue Q, $5-6 would seem like a reasonable entry.