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Technology Stocks : JDS Uniphase (JDSU)
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To: Glenn McDougall who wrote (196)4/16/1999 1:15:00 AM
From: quidditch  Read Replies (1) of 24042
 
More on JDS CC
Sorry, my Bell Atlantic ISP prevents me from taking more than 5 minutes to compose. Some might see that as natural cyber censorship devoutly to be wished.
Anyway, to continue:

SG&A at 11% will probably trend to more normal range at about 13% in the next quarter or two.

A very positive aspect to the earnings results was that there was no hidden F-X effect, as the Canadian $ was fairly stable during Q-3 (82% of sales go to the USA). I had worried that this might artificially bump up the EPS. There was, however, a relatively minor imputed interest income component of less than C$0.01 P/S.

Maybe it was gdichaz on the G&K thread on the merger timetable: I think that I will be borne out. Although the press release speaks in terms of the merger being completed this quarter, the CFO twice indicated that "we are expecting June-ish", which to me says that we should look for consummation of the merger with UNPH at or about the third week in July. UNPH reports next week, April 21, I believe.

Regards. Liacos_samui
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