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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (257)4/28/1999 2:17:00 PM
From: Kent Rattey  Read Replies (1) | Respond to of 24042
 
<but how does this admittedly powerful team - with the foregoing limitations - justify 20 times sales and 60 times estimated calendar 2000 earnings of 2.15 a share, when lu sells at 4.6 times sales and nt at 2.3. lu grows eps at 32%, jds unph at 72% - on a much smaller base. demand for dwdm components grew 60% in '98.>

It is my understanding that SDLI is a supplier to JDS in many products



To: gdichaz who wrote (257)4/29/1999 1:31:00 AM
From: pat mudge  Respond to of 24042
 
I'll be attending SDLI's presentation tomorrow so will wait till afterwards to answer your questions. When it comes to how their different products compete, I still have lots of questions myself.

Have patience and I'll see what I can find out.

Pat


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