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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: quidditch who wrote (1166)	10/4/1999 1:17:00 PM
From: Bulldozer	Respond to of 24042

Its accretive to EPS. Its important to understand Epitaxx will comprise 5% of the company's revs going forward - so its not that big of an impact either way. It is important from a product portfolio perspective. This just widens the lead they have over other component makers in terms of product lines. Three main markets - telecommunications receivers, cable receivers, and telco light monitoring (wavelockers, testing, monitoring for power and wavelength output). A receiver is needed for each wavelength - so just as with source lasers and modulators, you need one for every wave. As systems are scaling up, this is a good biz. BD