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To: Selectric II who wrote (9264)	10/2/2002 9:34:21 AM
From: im a survivor	Respond to of 13815

<<That large loss reported by JDSU was a paper write down of the value of assets that they acquired with their own then-inflated stock price, not cash. Not the same.>> True...but subtract all that...and are they making money...are revenues growing, shrinking?? I know balance sheet looks great...always has....it's the biz model and valuation I am concerned about.....are they selling anything? Will they grow revenues? What about that valuation....all those outstanding shares means this baby moves .10cents and it goes up or down a HUGE amount in valuation....how will they ever justify a valuation if their stock is at $10 or $20, let alone $200? Could they possibly do a Reverse split...normally they are the kiss of death with most companies, but I actually feel JDSU will be best in the long run if they get rid of alot of those outstanding shares....

To: Selectric II who wrote (9264)	10/2/2002 9:38:20 AM
From: im a survivor	Respond to of 13815

EXTR and RBAK just landed nice new contracts.....In fact, RBAK has nabbed quite a few nice ones in the last month or 2.....that doesnt sound like companies fixing to go under...why would these other huge companies choose to deploy either extr or rbak products if they didnt think either would be around for awhile? And remember, NOK bought 10% of rbak at $2.75....they must have seen value....and now at current price for rbak, I am sure they must be thinking of maybe taking a larger stake...if they liked it at 2.75 and since then they have added several multi million dolar contracts.....they must like it at .30cents <ggg>