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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (3373)7/2/1999 1:35:00 PM
From: mariner  Read Replies (1) of 54805
 
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Of interest to those considering JDS/UNPH.
With due credit to Needham and company, analyst David Wong:

We view Uniphase as a company that has one of the best growth dynamics, as well
as of one of the highest barriers to entry in the communications component
space. In addition:
* We expect the merger with JDS-Fitel to be completed towards the end of the
first week of July 1999. We think that this merger is likely to have an
accretive effect of 10% or more on EPS, higher than the "low single digit"
guidance that Uniphase has given.
* The demand for both Uniphase and JDS-Fitel products is so strong that revenues
for many of the product lines (including pump lasers and cable transmitters)
are production limited. We expect this situation to continue through the rest
of the year.
* We expect strong demand and ramping production of source lasers to be a key
growth driver in 2000.
* We think that growth of source and pump lasers for communications and
expanding applications for optoelectronics in communications could continue to
drive Uniphase's growth at 60% or higher for many years, well into the next
decade.

Note: Analyst target is $200 over next 12 months.

Sounds like tornado growth stage for JDS Uniphase.
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