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Technology Stocks : JDS Uniphase (JDSU)

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To: Chris Stovin who wrote (1503)	10/28/1999 6:41:00 PM
From: Glenn McDougall	Read Replies (5) of 24042

"The booze hasn't run out yet" Great quote from Kevin. And as a fellow diver nice to see Jozeph taking the plunge. I was impressed with the overall Q results. The most interesting comment is ramping of production by a factor of ~2-3 times by the end of the next FY. This must tell us where the company sees growth in the future, wow. I also enjoyed Kevin's 4-part plan of which he talked about three of the four. Any one have thoughts about the 4th? Phase one Complete component portfolio, almost done Phase two evolutions of component strategy, better pricing and performance strategy. Phase three Increase manufacturing capacity by 2-3 times Phase four ..............input needed???????? R&D at 7.5% down from guided 9% but should adjust over next few Q's back to ~9%. Increase manufacturing by automation and outsourcing and ramping. Acquisitions also mentioned. "As hard and fast as they can" FY 2000 80-90% growth in sales over 588 excluding acquisitions. A meeting in Ottawa Dec 16th. Possible to exceed guidance :-) Plan to increase internal production of 980 pump capacity by April 00. Kevin could not / would not talk about how this will be achieved. Jozeph talked about ramping up production 3-4 times current this is somewhat in conflict with Kevin's comments about 2-3 times. (I will be pleased with Kevin's comments and if Jozeph's comments come to pass great) Looking into the future what are the 3 or 4 products that should grow the fastest for the company? ...WDM / Optical Switch / Lasers 980 & 1480 / Modulation transceivers. Unified ERP system in place first week of Jan and have project completed in 12 months Modules are ramping well. All in all a nice bump in sales and earnings but not through the roof as some expected. This fits into my mid to long-term picture for this company. Exceed estimates but keep focused on the big picture as well as the day-to-day aspects of the company. Kevin "we are only at the start" Regards, glenn

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