JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: jmanvegas who wrote (637)	7/26/1999 5:46:00 PM
From: Bulldozer	Read Replies (1) of 24042

Call is very positive - no surprise there. Telecom/datacom biz grew 27% sequentially at JDS and 20% at Uniphase. That is just phenomenal and beyond any established company I know of. Demand is so strong across all products that capacity is again an issue. They will be spending beaucoup dollars from operating cash flows to build/buy additional capacity and technologies. Public guidance is for 15% sequential growth and 60% into CY2000. Internally, I'm sure the numbers are higher. Actually, there was not an overwhelming number of good questions - the story is pretty easy to understand at this point. BD

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