Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Glenn McDougall who wrote (1504)	10/28/1999 7:03:00 PM
From: Brian Sullivan	Respond to of 24042

New York Times article of interest to the optical crowd posted on the SDL board: Message 11739638

To: Glenn McDougall who wrote (1504)	10/28/1999 7:05:00 PM
From: Chris Stovin	Respond to of 24042

Glenn.....great summary...phase four....?? thats got everybody thinking....keep that tucked away...I think we will be quoting that when the tidal wave hits!!

To: Glenn McDougall who wrote (1504)	10/28/1999 7:15:00 PM
From: Hands Off	Read Replies (2) \| Respond to of 24042

Glenn, thanks for the summary. I got cut off mid-interview and could not re-connect. Re: results. In looking at the First Call estimates I got from Schwab it appears that the low number was $.18 and the high was $.28 with the mean at $.25. Of course the actual of $.29 beat the high estimate but I don't know if that was the whisper number. After hours trading at Schwab at close of after hour trading on their Ready Book system was bid-145 and ask-151. Don't know the volume and don't know if this is good or bad. If I remember correctly SDLI was down after reporting good numbers only to bounce back. Up ~ $10.00 today. Will know more tomorrow. Marshall

To: Glenn McDougall who wrote (1504)	10/28/1999 7:30:00 PM
From: quidditch	Read Replies (2) \| Respond to of 24042

Thanks, Glenn. A couple of comments: - next to the 2x to 3x ramp of capacity (according to KK's projection), I thought that one of the most interesting comments was Dr. J's somewhat testy response to the questioner (whose affiliation I didn't catch) re. optical switches. Dr. J jumped right on that as if it had been a hot button. If I captured it correctly, he said the following: We have good technology. The likely first application will be for add/drop multiplexing, but we don't see customer demand for it yet. [I inferred this to mean the nets don't accommodate this yet, of which this thread is pretty well aware.] But when the demand materializes, "we will be there", or some such assertion. - On the R&D, I thought that the drop to 7.5% from the guidance of 9% was not an adjustment of outlays so much as simply a function of revenues exceeding forecast. That is, I don't think absolute spending on R&D dropped below budget. - Some disappointment in analyst community with the slight dip in gross margins. The reason was clear and predictable: with the ramp in operations, there is going to be slippage, plus the technical reason in reclassifications of some inventory units due to the merger, which affected COGS. This apparently excluded the inventory charges attributable to the merger. I think gross margins will be a factor going forward in analyst concerns if for no other reason that you are looking at a 2x to 3x ramp in capacity, with new hires, new machinery, integration issues--it will have an impact. Growing pains. (If this is pain, I'll take it! <g>) - two other surprises: focus on filters and fact that revenue growth rate in cable business has been equal to or greater than any other segment. Hope things are going well in your new endeavours. Steve