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: Boplicity who wrote (2007)	11/13/1999 7:23:00 AM
From: Kent Rattey	Read Replies (2) \| Respond to of 24042

fnews.yahoo.com JDS Uniphase In addition to pump laser chips, JDS Uniphase (NASDAQ:JDSU - news) provides a wide range of components to the optical networking market, which is emerging as the preferred means of high-speed data transmission for the 21st century. With a customer list that contains nearly every dense wave division multiplexer (DWDM) manufacturer and with those companies looking for a one stop shop, JDS Uniphase's industry leading component portfolio will yield competitive advantages for years to come. We have written about JDS Uniphase on numerous occasions, so for details on why we feel so strongly about this company, see any of our previous stories. The optical component market is posed to grow 40% to $21.3 billion by 2003 and JDS Uniphase has positioned itself to outpace industry growth. The company has significantly broadened its product line and is currently ramping manufacturing capacity, as it is also seeing customer demand outstrip supply. Margins are poised to expand as capacity ramps and higher margin products are introduced which should lead to future earnings leverage. JDS Uniphase has also been using its strong stock as a currency to make strategic acquisitions. The result has been shortened manufacturing lead times and unmatched product line breadth. At this point, the company can grow as it fast as it can produce and is posed to take market share form competitors for years to come. Again, another solid core holding. Bottom Line: Within this group, we're especially bullish on PMC Sierra, Texas Instruments, RF Micro Devices and JDS Uniphase.