SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : JDS Uniphase (JDSU)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pat mudge who wrote (4330)1/12/2000 7:33:00 AM
From: Lee  Read Replies (2) of 24042
 
Pat,..Re:.notes from ETEK's CC

Thanks very much for the notes. I really liked this statement - Moores law looks like slow motion when speaking about the growth. <g>

Someone on this thread suggested we have a chart for earnings for the optical players so I made a chart to keep track and for my own curiosity.

Maybe we should also have a column for "revenues" yr/yr % increase? ETEK had an 87% increase over the same period from the previous year. Since, by the accounts so far of LU and ETEK, demand is going gangbusters, maybe the %gain in revenues yr/yr would not represent true market demand but constrained capacity?

                    Estimate   
Date     Vendor   Q       (Zacks)    Actual  
Jan 11    ETEK    Q2       $0.17     $0.20      
Jan 24    JDSU    Q2       $0.31                
Feb 2     SDLI    Q4       $0.26


Cheers,

Lee
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News