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To: JakeStraw who wrote (1487)	11/30/1999 2:56:00 PM
From: Robert Sheldon	Read Replies (2) of 2702

This question arrived via PM today . . . You mentioned the possibility of JDSU becoming a 10 % customer in 2000. I was curious about what facts/info you based that statement on. Sure thing . . . I will also post this to the thread since I believe in sharing information. So far this year optoelectric revenue has accounted for roughly $1.22MM of the $17.37MM. This works out to about 7%. LU has been dawdling in this area (industry sources) and probably accounts for a very small amount of the 7% of revenues. I believe that optoelectric will grow in the 100% range next year (with the initial rollout of metro networks, this is probably conservative). Just for comparison purposes optoelectric grew 75% during the same 9 months last year, and the rate is accelerating. This puts the first few quarters of 2000 contribution in the 10% range after accounting for LU's paltry purchases (their execution [LU's] recently, stinks). HOWEVER! As the year rolls on and infrastructure orders ramp, the sheer dollar growth of that area will probably put JDSU back into the 7-8% contribution range.

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