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Technology Stocks : JDS Uniphase (JDSU)

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To: Kayaker who wrote (1572)	10/31/1999 12:54:00 PM
From: Glenn McDougall	Read Replies (1) of 24042

<<Nortel set to unveil strategy for fibre-optic production. It's an interesting question, but it depends on what is meant by "fibre-optic production". Nortel is JDSU's 2nd largest customer, 17% of sales this past quarter. So is NT entering into competition with JDSU, or are they just stepping up production of existing products, in which case, it would increase JDSU sales to NT. I don't know.>> Bob, Nortel, LU and others have been manufacturing components for quite some time. Ramping of NT's production should be viewed in context of the big picture imo. Please don't get me wrong we should be aware of what our customers are doing. Food for thought... these figures quoted in September 99... The current $5-billion (U.S.) fibre-optics industry is forecast to grow to $21.3 billion within five years. "JDS Uniphase now dominates the optical equipment industry," Savov says. "They are 50% bigger than the rest of their competitors combined." Another point made (not in the same article) was currently (as of September) 50% of fiber optic components are made inhouse and 50% are made buy suppliers such as JDSU, SDLI and ETEK. That means in dollar terms 2.5 billion for suppliers such as JDSU, SDLI and ETEC ... HOWEVER by 2003 the current thought is that 70% of (21.3 billion) components (and in JDSU's case component and modules) will be made by suppliers. That is $14.91 Billion or a multiple of 5.964 times what is currently being sold. Regards Glenn

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