Another bit of tidbit from UNPH investors who listened to CC replay. I think stock will be weak from here, but I'm getting more convinced that it's a longer term hold for me. At least until it splits either in price or in stocks, but preferably, both....lol Thanks again.
mike
To: Kent Rattey (232 )
From: Curtis E. Bemis
Monday, Apr 26 1999 8:41PM ET
Reply # of 237
Snippets from the CC-
Fascinating, upbeat CC. I scribbled notes and here a a few things
of interest to me-
Four areas of business-
1. Long haul terrestrial--WDM and growth in Europe is strong
2. Undersea/submarine- mentioned LVLT
3. Cable TV-WDM-strong growth-mentioned TCI/ATT
4. Metro uses are up and coming--2001 will be very strong
In product space, to address the above--
UNPH is only supplier of the 980nm and 1480nm pump lasers, done at
Zurich facility. Zurich is max'd and running at capacity. Ramping
production from 50K units to 150K units per year. Alcatel is a 10%
UNPH customer. Strong demand for 980nm pump lasers for EDFA.
Source lasers at 1310 address the cable TV growth--TCI/ATT as example.
UNPH have 30% market share in this area.
OC-192 (10 Gbps) modulators, lasers and "wavelockers"-- Used for long
haul terrestial communications. Distance up to 600km. UNPH is
only supplier. One large telecomm mfgr (unidentified) purchases
9-14K units, laser, modulator, wavelocker. Will combine with JDS to
deliver ADM capability.
Projects 15% growth for Q4; 37 to 38 cents, plus 3 cents for not accounting for
in-process R&D as per new SEC rules.
Projects 50% growth for year 2000.
Very impressive-- I suggest a listen to CC (if for nothing else, to
correct my scribble notes) |
