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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: baggo who wrote (15728)	11/25/1999 9:17:00 PM
From: Baton	Respond to of 57584

Don't forget OCLI - recently bought by JDSU for approx. .935 JDSU to OCLI (I forgot the exact share conversion). With JDSU up $28 (Canadian) on the TSE today, OCLI might be a good buy at the open tomorrow. JDSU should open $18+ higher. Baton (10 lbs heavier)

To: baggo who wrote (15728)	11/26/1999 12:48:00 AM
From: Mr. Park	Respond to of 57584

E-TEK Dynamics (ETEK-$73 1/8-Cap $4.5B-BUY) Initiating Coverage With a Buy Rating; 9-12 Month Price Target is $90 FY00E: $0.73 , FY01E: $0.86 * Initiating coverage of E-TEK Dynamics with a BUY investment rating; Establishing F2000 EPS of $0.73 and F2001 EPS of $0.86; Introducing a 3-year CAGR in EPS of 35%; Our 9-12 month target equals $90, 30% above current price levels. * Leading passive optical component supplier benefiting from the explosive growth in optical networking infrastructure; Passive components will become increasingly important as DWDM designs shift from point-to-point to mesh architectures; E-TEK boasts leading OEM customers including ALA, LU, NT, CIEN and Fujitsu. * Key top-line catalysts for 2000 include improving yields and capacity for WDM components, particularly 100GHz filters; New product introductions will include dispersion equalization module and optical performance monitoring sub-systems; Execution in these areas creates the potential for upside surprises to our top and bottom-line forecasts. * E-TEK must continue to expand the breadth and depth of its product portfolio during the next 12 months; Anticipate acquisitions will be central to this strategy with a focus on enhancing enhance product and manufacturing capabilities; Potential targets include Array Waveguide filters and switching technologies. * Valuation aggressive reflecting outstanding secular trends; Stock appreciation to be driven by our forecasted growth in earnings per share of at least 30% during the next twelve months.

To: baggo who wrote (15728)	2/7/2000 9:20:00 AM
From: Rande Is	Respond to of 57584

ORTL: Congrats Brice on a fantastic post from November 25!! You called JDSU, SDLI and ETEK monsters. . .and ETEK the most undervalued [at 75. . .now at 195] and being bought by JDSU. You then stated: "ORTL,LPTHA,DIGL,VARL( a big fav of mine- VARL sells to JDSU),CCBL,FIBR all have F/O twists." Today LU made an offer of acquisition to ORTL of 3.14 shares! of LU for each share of ORTL. . . At the time of your post, ORTL was at $65, today it looks to open at $190. I for one am going to look hard into the other stocks you "mentioned." Congrats again on seeing the fibre-optics plays so clearly back then.[not to say that others did not]. . . Rande Is