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

To: Kent Rattey who wrote (1309)	10/17/1999 11:38:00 PM
From: quidditch	Respond to of 24042

The dramatic increase in the number of (in-the-money and unexercised) stock options granted to employees of technology companies is certainly an additional argument that the bears have used in asserting that we are in the midst of a bubble, even with reporting fully-diluted numbers. Gretchen Morgensen (sp?)of the NYT in its Sunday edition quoted a CS First Boston analyst who pointed to the low levels of cash held by institutions as well as the record levels of margin incurred by retail investors. Kent, We have to request provisioning for POP capacity at these levels. It can take months for this, and everyone needs it. One of the reasons IBM sold Advantis was due to the fact telco capacity was too difficult to get, and the network was bulging at the seams(I was told they wanted to add 30 additional T-3's and were told to stand in line). It had to be sold and owned by a telco in order the handle the capacity issues. Is "POPs" here analogous to the cable context, as in T-3 users, those with a desktop PC? Second question: the last sentence of the quoted language..."had to be sold and owned by a telco...", on the theory that it would supply its own affiliates first? Hope your weekend was good. Absolutely wild Mets-Braves game, but the Red Sox go down... Best. Steve

To: Kent Rattey who wrote (1309)	10/18/1999 9:23:00 PM
From: Kent Rattey	Read Replies (1) \| Respond to of 24042

biz.yahoo.com Monday October 18, 8:12 pm Eastern Time JDS Uniphase buys small developer of components (All figures in U.S. dollars unless indicated) OTTAWA, Oct 18 (Reuters) - Fiber-optic equipment developer JDS Uniphase Corp (NasdaqNM:JDSU - news)(Toronto:JDU.TO - news) added to its acquisition stable on Monday with tiny component developer Ramar Corp. in a deal that will help leapfrog research and development efforts. JDS Uniphase, the product of a June 30 merger between San Jose, California-based Uniphase Corp. and Ottawa area-based JDS FITEL Inc., did not disclose terms of the deal. Northborough, Mass.-based Ramar, which employs just 14 people, develops lithium niobate-based integrated optical components -- equipment used to put information on the wavelengths running through a fiber-optic network. Ramar's 10 and 40 Gigabit modulator technology will be integrated into the JDS modulator business, which produces components for the telecommunications industry. ''It's kind of really leading edge stuff,'' said Jim Kedersha, analyst with SG Cowen & Co. ''A lot of people are talking about using the 40 Gigabit, but I don't think anybody's quite ready for it yet.'' The announcement follows JDS's $400-million purchase of Trenton, New Jersey-based EPITAXX Inc. on Oct. 4. JDS shares closed at C$181.20, a drop of C$9.80, on Monday on the Toronto Stock Exchange, and at $121-1/4 on Nasdaq, a decline of $7-3/8. ($1=$1.49 Canadian)