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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (7472)	5/14/2002 10:33:40 AM
From: Larry S.	Read Replies (1) \| Respond to of 11568

JDSU is going to be a big rebounder - some day. when the world returns to photonics. JDSU will be a survivor. They have no debt and 1.5 Billion in cash. debt is the killer today. without debt, a company can continue to exist thru the hard times. with debt, its bye bye. what is problematical with JDSU and others of its ilk is the timing of any such rebound. when it happens, it will be huge, not just a buck or two. i would prefer to buy JDSU at 6 or 7 or 12 when there is real evidence of a new and sustainable demand for their products. larry