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Technology Stocks : JDS Uniphase (JDSU)

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To: pat mudge who wrote (784)	8/12/1999 3:06:00 PM
From: Bulldozer	Read Replies (3) of 24042

It is a little confusing, but lets follow the bouncing ball... Lasertron is a subsidiary of Oak. Oak had been selling pump modules to Lucent for the 16 channel Wavestar OLS 80G. This accounted for approx. $6.5M per quarter. As Lucent is moving to the OLS 400G (80 channels), indications are they will purchase EDFAs from JDS, Corning and internal LU Microelectronics. The pumps will come from SDL and Nortel (who sources 980 chips from JDS)(yes Nortel and LU do some biz together - just like EMC sources disks from its arch rival IBM) Oak is left in the dust. Uniphase had been supplying Oak with 980s. However, Oak was also ramping to source its own 980s and Uniphase is moving to package its own 980s so it doesn't need the package channel that Oak had been supplying. Besides, JDS is already 980 chip constrained and they have more demand than capacity and unlike SDLI, this business is a small part of their overall portfolio. Also of note - before the merger, JDS used to source pumps from SDL for its EDFAs. I believe this is still the case but will obviously lesson as JDS now sources the modules in-house from Uniphase. Net - JDSU and SDLI will continue to be winners in the amplifier space. Bulldozer

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