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Technology Stocks : ADC Telecommunications

ADCT 3.920

-1.3%

12:25 PM EST

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To: Johnny Canuck who wrote (751)	12/2/1999 5:46:00 AM
From: Johnny Canuck	Read Replies (1) of 1944

Most upbeat call I have heard from management in a long time. Optical component sales up 100 percent y/y. Copper based sales up 80 percent y/y. Software sales up 30 percent y/y. Overall sales up 50 percent y/y. Growth rates in revenues and EPS sustainable going forward. Previous management guidance was that it was not sustainable so this is good news. Expect growth due to DSL sales (ALA said the same thing, looks like 2000 should see explosive DSL growth) , T1 growth, and RBOC's entering long distance market. 80 percent win rate on CLEC RFP's. Revenue growth in the low 20's. EPS growth in high 20's. 500 million dollar return on minority investments (Siara - 400 million, other?). 2 other minority investment that may go IPO in 2000/2001. Looking to do acquisitions going forward. Optical components primary focus. Broadband connectivity other focus. Not done in software acquisitions. 2 more trials of Homeworx. One negative, next q (Q1) is traditionally soft. No questions on whether rumored WCOM miss of EPS will affect sales. I try to post more detailed notes when I get time.

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