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Gold/Mining/Energy : JDS Fitel -- Ignore unavailable to you. Want to Upgrade?

To: mariner who wrote (371)	10/8/1998 11:32:00 PM
From: Stephen Bedingfield	Read Replies (1) \| Respond to of 815

JDS Intrinsic Value I am a brand new investor on JDS stock having bought in today at $13.45 where it hovered for the longest time. What I like about the stock is: (1) the sector it is in, fiberoptics seems to be the way to go given the ever-increasing demand for bandwidth especially as we extend the infrastructure down to the consumer level in the years to come; even at 30% growth for 5 years the current valuations are excellent; (2) debt-free, a big plus in these times where cash can go into acquisitions and R&D. Also JDS has more than enough cash to handle current liabilities; (3) not that many analysts follow the stock yet, making it still relatively unknown compared to INTC, MSFT, IBM, SUNW, etc; (4) its intrinsic value which I calculate to be between $33 - $37 using growth rates of 25% - 30%. Oh, the recent stock price makes it a bargain. I plan on holding JDS for the long-term (with prudent re-evaluations periodically). Regards, stephen