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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (63030)	4/19/2002 8:52:41 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 70976

OT JDSU is in my Yahoo network portfolio and it is bookmarked at SI. I foolishly bought some at $18 and luckily sold at $28 in 2001. Because JDSU has 1.34B shares outstanding, it takes $1.34B revenues for a PSR of $1. I don't know how many $1.34B worth of optical components will sell each year in the future. I know that the capability of these components will increase significantly and the price decrease significantly. All I have been asking before I "invest" is some idea about where the revenue bottom is and what the growth rate off the bottom will be. I have tried the SI thread and Merrill Lynch research reports. They seem to have no clue. I don't like clueless investing. As far as low prices are concerned, I bought some CATS for $6.75 and it became my poster child for foolish market moves as it went to $.06 (six cents). The same bubble that built JDSU bailed me out and I sold CATS at $9.50 in 2000.