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Pastimes : The Naked Truth - Big Kahuna a Myth

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To: wlheatmoon who wrote (36439)4/27/1999 8:47:00 AM
From: John Pitera  Read Replies (1) of 86076
 
Mike, very interesting on UNPH,
the more I look at them the more I get interested in them.

they remind me of RFMD, in the sense that they are doing alot of business, and I suspect that they have not had a margin's contraction in the past 4-6 quarters ( I'll have to check on that)

4 great areas of business

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
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