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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote ()2/29/2000 4:54:00 PM
From: mtnlady  Read Replies (2) of 54805
 
Heads up on JDSU over the next few weeks. Several items of interest.

1. 30 new products being announced that are supposed to "quadruple" fiber optic speeds (see posting below).
2. Stock split coming in a few weeks (i.e. momentum)
3. Major fiber optic conference in a the next week (i.e. press coverage)
4. ETEK merger appears to be getting closer with the arbitrage folks bumping ETEK 3-4% past JDSU for the first time. Closure of the merger should help JDSU. Note: merger completion is still a few months off but this increase in ETEK bodes well for government acceptance of the deal.
5. SP500 addition? I believe they are the largest company (market cap) that has not been added yet. And that is BEFORE ETEK is added into the mix.

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To: Guy Gordon who wrote (6920)From: pat mudge Tuesday, Feb 29, 2000 2:18 PM ETReply # of 6950

From today's IBD, a glimpse of what JDS has in store for OFC:
". . .So next week, the company's rolling out no less than 30 new switches, modules and other electronic gear designed to move sound and pictures quickly along communications networks. The company says it will be able to quadruple today's top fiber-optic speeds with this slate of new products.

"We have made extensive investments in new product development to serve the rapidly changing needs of our customers," said Jozef Straus, co-chairman, president and chief operating officer of JDS Uniphase. "In the first six months of fiscal 2000 we invested almost $40 million in new product development. . . ."
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