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

To: Jacob Snyder who wrote (22536)	4/25/2002 8:02:51 PM
From: KM	Respond to of 24042

I bought AH myself in the 4.80s and will buy any weakness in the morning. This has to be priced in here.

To: Jacob Snyder who wrote (22536)	4/25/2002 9:30:32 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 24042

good notes, Jacob... shares: 1.36B, up from 1.14B a year ago. that is a heckuva lot of shares, and a pretty steep increase YoY, considering i don't think they had any major acquisitions in the interim. i guess this stock is just trading on PSR right now, which seems to be about 7.5 at 900MM runrate in sales. i remember when the PSR was over 50 on much higher sales. those were the days :) too bad mgmt sees no bottom in sight. i believe GLW also made similar comments about being the leader when the market starts growing again.

To: Jacob Snyder who wrote (22536)	4/25/2002 9:40:39 PM
From: Timetobuy	Respond to of 24042

I think that jdsu is fairly close to trough valuation, but since there is no rebound in the foreseeable future, it's probably not going up much either. I don't like the insider's plan to sell on a regular basis. That makes me feel as if they believe the downturn will be a very long time. They need the money so badly that they can't wait to sell in 6 months? At least the ceo of Amcc has been exercising his options and holding as well as buying shares on the open market as opposed to continuing to sell at low levels.