UNPH _ Uniphase Message Board

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Technology Stocks : UNPH _ Uniphase

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To: Jay8088 who wrote (967)	8/25/1998 11:22:00 PM
From: Ed Frye	Read Replies (3) of 1261

Monopoly on underwater stuff. Major supplier to NT, CIEN etc. Seems like LU is major competitor - maybe someone else knows more specifics of LU v UNPH. Not sure re: Pirelli either. As we both know, anything is possible in the market, but short of a serious market meltdown, I don't see UNPH returning to pre-earnings release prices (mid-40s). Thus, low 50s looks like a buy to me. And, you may even have to act fast to get in at those prices. ed

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