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 : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: baggo who wrote (3221)	7/3/2002 12:48:14 AM
From: ehasfjord	Respond to of 3294

Your question wasn't addressed to me, but one play is AFCI. They have a CASH value of $12.00 per share and they are trading @ $16.00 and change. Historic eval's would put them around $29.00 per share. Just my 2 bits. Take Care

To: baggo who wrote (3221)	7/3/2002 4:18:44 AM
From: OWN STOCK	Read Replies (1) \| Respond to of 3294

BAG: I like JDSU after they reach bottom. Not there yet, IMO. That's also why no buy-back, and no insider buying. IMO, they know what is to happen: visibility is good of lowered sales. Maybe one more quarter market will turn up enough to stop the sink of telecom, but most likely will be two. FCC could slow it with a couple of rulings, but Congress will get it messy again. Fundamentally, if (MCI and QWest go away, and) LD rates rise, telecom will rise again, even in flat market. Full disclosure: I am cash (T-bills), LMT, a bit MDY and a private company. JMHO -Own