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Technology Stocks : JDS Uniphase (JDSU)

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To: zbyslaw owczarczyk who wrote (16601)	1/16/2001 11:00:37 PM
From: A. Edwards	Read Replies (1) of 24042

After the bell: SSB issued a positive report on Optical Components. Carrier Commentary Remains Positive From An Optical Components Perspective Salomon Smith Barney January 16, 2001 Outlines from the report: * Numerous themes emerged from our SSB Global Telecom Conference that support a favorable outlook for optical component company fundamentals. * We have already reviewed some of these themes and they can be found in our note from last Thursday, January 11th. * As an update, we learned the many carriers intend to spend capital at rates tied to revenue growth. With carriers like BRW and WCG expected to grow long haul revenue between 30%-35% this year, this kind of data as good news. * We also learned bandwidth demand early in 2001 is exceeding at least one carrier's expectations. Although anecdotal, this is a positive for continued spending on optical systems * Lastly, we confirmed the new 3,000 km link Broadwing is building is Corning LEAF as well as highlight a couple of other metrics we unearthed from the conference.

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