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: Cary Salsberg who wrote (22563)	4/28/2002 12:49:09 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 24042

That means $4.5-9.1B annual revenues are required for your $20 price. At least, management can count and are smart enough to sell. Since they were doing 920mm the March qtr 2001, which presumably was not the best qtr they ever had (although I'm not sure, haven't looked into it yet)- I would think they could get to 5 billion in sales if a recovery was underway. The eMarketer internet growth rate projections I have show international growth eclipsing US this year, so there isn't the overcapacity issue, assuming the figures are correct and the recession subsides... well just thinking out loud here. With respect to the comment about jdsu as a company being ok, while the shareholders suffer- imo that is a short term phenomenon. JDSU competes for talent just like everybody else and with no potential for appreciation in stock options the best people will go elsewhere. Lizzie