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Technology Stocks : SDLI - JDSU transition

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To: pat mudge who wrote (198)	2/16/2001 9:01:51 AM
From: Jack Hartmann	Read Replies (3) of 3294

Pat, Here were my notes, choppy as they were; CC Notes: ING Baring, where see slowdown/growth A: Optical metro growth is great up 40%-50. Investment moving there. Long haul is 20% growth y2y Wireless continuing to build out, Circuit Switching continuing, Many people using existing infrastructure vs. spending. US market will contract 20% for first quarter. In the city it will be dropping more. Bear Stearns - too conservative guidance? Market drivers in the local internet with our optical metro is growing, Corenetwork contiues to grow. Wireless with VZ and AWE continues to grow. Enterprise business growing. Seeing real service provider caution in building out their networks. Canadain Ross - analyst asked why NT continue their prior confidence in the fall We has good visibilty then, now they are looking at every expenditure. Ability to get capital is nervous for them. We thought they would only be cautious for a month. A new way of doing business. People are making sure every network is filled before expanding further Griffith birney - 2B shortfall from a BTB of 1? Seeing fast downturn and delay in any spending decision by customers. Companies want to use up existing capacity. No sign of the trend breaking. SSB: # don't make sense. Going from guidance 1.00 to 80 cents. First quarter is 20 cents reduction alone. Why no reduction in q2 qnd q3, I'm seeing 65 cents for the year. Did alot of outsources. Alot of spending will be cut too. SSB says the numbers should be worse? Margins will be down for the year. SG&A will go down as we drive the efficientcy. If you want to take it offline, I 'll be happy to do it. RobbieStephens guidance missed since was disconnected. Why CIEN seeing strength? Rev 15% for the year. Seeing acceleration in growth in second half. Optical - customers not looking at new routes, but filling up capacity. Velocity is there in metro business and wireless. Longhaul is severely delayed. That growth is Asia. Not discuss other companies in sector. Feel NT not lost market share. Cut questions short. Boo. ************** Company not very responsive as analysts were cut off short. Jack

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