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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (3373)	7/2/1999 1:35:00 PM
From: mariner	Read Replies (1) \| Respond to of 54805

Thread Of interest to those considering JDS/UNPH. With due credit to Needham and company, analyst David Wong: We view Uniphase as a company that has one of the best growth dynamics, as well as of one of the highest barriers to entry in the communications component space. In addition: * We expect the merger with JDS-Fitel to be completed towards the end of the first week of July 1999. We think that this merger is likely to have an accretive effect of 10% or more on EPS, higher than the "low single digit" guidance that Uniphase has given. * The demand for both Uniphase and JDS-Fitel products is so strong that revenues for many of the product lines (including pump lasers and cable transmitters) are production limited. We expect this situation to continue through the rest of the year. * We expect strong demand and ramping production of source lasers to be a key growth driver in 2000. * We think that growth of source and pump lasers for communications and expanding applications for optoelectronics in communications could continue to drive Uniphase's growth at 60% or higher for many years, well into the next decade. Note: Analyst target is $200 over next 12 months. Sounds like tornado growth stage for JDS Uniphase.

To: DownSouth who wrote (3373)	7/2/1999 1:36:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

LMAO! I'm going to steal your story and keep it as my own. Frank btw, I use butter and sugar, but don't spread it around.

To: DownSouth who wrote (3373)	7/2/1999 3:42:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

OFF TOPIC I can't explain why Gemstar is rising so fast on no news, so I'll instead provide one little tid-bit of info about an off-topic subject. Since 'pluck yew' is rather difficult to say, the difficult consonant cluster at the beginning has gradually changed to a labiodental fricative 'F'... Actually, the word is an acronym derived from the signs the military put on the sides of whore house. The signs made it clear to the English-speaking soldiers that it was illegal to go inside. The signs said, "For Unlawful Carnal Knowleddge." --Mike Buckley