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

To: pat mudge who wrote (1441)	10/27/1999 8:33:00 AM
From: quidditch	Respond to of 24042

Pat, agree. The Nepean side of the operation will continue its relatively unsung surge, as Dr. J has done for the last five quarters now. LU's, NT's and especially SDLI's numbers bode well for the San Jose side (which, if anything, had lagged Nepean in terms of revenue and earnings growth). With the expanded fab now running for the full quarter, I think the only question is what kind of non-recurring charges we will see. This won't affect analysts' focus on the operating numbers, which should be "very, very strong" (to quote another Dr. J, from the June quarter <g>). Best, Steve