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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (12869)	12/16/1999 9:09:00 AM
From: 100cfm	Respond to of 54805

3.2 Billion for 172 employees and no sales!! wow!! where does that value jdsu. off the charts i would presume!! 100

To: LindyBill who wrote (12869)	12/16/1999 11:59:00 PM
From: Lucas Hsu	Read Replies (2) \| Respond to of 54805

Qtera is NOT a competitor of JDSU. It is a system vendor and hence a potential customer of JDSU. Mr. Market seems to be confused about this having sold off JDSU and GLW/OAK over this Nortel acquisition. In fact, overall, the technology Qtera uses requires more (not less) optical components and hence is good for the component suppliers. Cheers, Lucas

To: LindyBill who wrote (12869)	12/17/1999 9:06:00 AM
From: mariner	Read Replies (2) \| Respond to of 54805

Lindy and thread: Good Morning Attached is a post from someone who apparently attended yesterday's AGM in Ottawa. Interesting comment regarding the recent NT acquisition. Please note this is not my work, must be attributed to Northern Cougar on the JDSU thread. "Re JDSU AGM I was at the meeting , everything was approved (was there ever any doubt?).. Important point I picked up JDSU is in a $5billion dollar business that is expected to be $21 billion by 2003 and JDSU are undisputed leaders in the field and intend to maintain tha position . Expansion of manufacturing capacity is high on the priority list because clients like NT, LU and others are putting up Fibre networks networks like never before and with shorter lead times to implementation and are placing more and more demands on JDSU to provide the necessary equipment. I was worried that the QTera acquisition by Nortel might cut into JDSU sales at Nortel. However , The Co-Chair Kevin Kalkhoven indicated that this deal was excellent for JDSU since Qtera is already a very good client of JDSU and this see this Nortel acquisition as a plus for JDSU's business with Nortel. " FYI: There's a truckload of articles from the Ottawa papers posted on the JDSU thread this am with comments about the meeting - quite a love in from the sounds of things. mariner