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Technology Stocks : JDS Uniphase (JDSU)
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To: SJS who wrote (598)7/16/1999 8:44:00 AM
From: Bulldozer  Read Replies (1) of 24042
 
Once and for all - JDSU pre-announced, in conjunction with an analyst day/opening of new plant, an UPSIDE to their expected results!! Most of it came from the JDS side, but expect numbers to go higher for the new firm over the coming quarters as synergies and many new opportunities begin to take hold.

Regarding the secondary, as the clear gorilla in the space, JDSU is intent on keeping this position and is simply seeking funds to expand its footprint (ala CSCO over the years).

And lets get something straight, SDLI is a distant distant second to the new JDSU. They are so far behind in terms of product breadth that they will HAVE to combine with someone (ETEK, others) to possibly offer a value proposition to their customers. They are fine for now since the space is so hot that everyone has all the business they need. SDLI is a good company and the stock has been fantastic, but they are not in the same league as JDSU.

Bulldozer
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