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Technology Stocks : Optical Networks and Components, DWDM and Tunable Lasers

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To: J Fieb who wrote (194)	3/9/2000 10:03:00 AM
From: Joanne Fishman	Read Replies (1) of 275

From the JDSU thread: CSFB report on JDSU: _____________________ JDS Uniphase (JDSU-$287 3/8-Buy) Hosts Upbeat Analyst Meeting At OFC FY00E: $0.74, FY01E: $1.12 ú JDSU hosted upbeat analyst meeting 3/7/00 at the Optical Fiber Communications Conference; Company mgmt outlined JDSU's product positioning and roadmap within 3 main product categories. ú Transceivers: Traditional business (OC-48 and CATV transmitters) remains robust; JDSU heavily focused on OC-192 market opportunity; Short haul 10Gbps transceiver module currently shipping and intermediate/LH 10Gbps transceiver module to ship in FQ4:00; Other 10Gbps products incl APD receiver and NRZ data modulator (both shipping) as well as EML lasers (in field trials); Tunable laser also key new product focus. ú DWDM mux/demux: JDSU currently providing all mux/demux technologies (thin film filter, Array Waveguide, and Fiber Bragg gratings); Successfully demonstrated 80-channel 50GHz mux/demux capabilities using key new interleaver technology; Expanding capacity, improving yields/productivity and increasing use of automation primary mgmt goals. ú Optical Amplification: Key new technologies in core LH and submarine markets include wideband gain equalized optical amplifiers and Raman amplification products (to contribute to revenue in next 6-9 months); Metro access and cable markets beginning to grow; JDSU on target to ship 980nm pump modules in volume in FQ4:00 (50,000 units/yr initially). ú Demand for optical components/modules continues to be robust across JDSU?s broad product portfolio; Visibility remains strong and we believe JDSU is on-track to exceed our FQ3:00 revenue projection of $355M and EPS estimate of $0.20; Reiterate BUY. --------------------------------------------------------------------------------

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