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To: Rick who wrote (15903)	1/22/2000 12:03:00 AM
From: BirdDog	Respond to of 54805

<<CEO of JDSU ...Can someone a little further west pick it up later? >> I saw that...Was the usual good news...naieve questions...nothing rememberable? Ron

To: Rick who wrote (15903)	1/22/2000 10:18:00 AM
From: John Carragher	Respond to of 54805

barrons interview with strong fund manager re jdsu While Ognar has backed away from pure Internet plays, he is stepping up on what he calls the "arms dealers" of the Internet: infrastructure companies. There's no one in that group better positioned than JDS Uniphase, Ognar says. The company makes parts for fiberoptic data transfer, which will be the conduit for information exchange over the Internet. A shortage of these components, which caused Lucent to miss earnings estimates last quarter, is a sign of pent-up demand. "There's a great 10-year period ahead where they [will be] a leader in fiberoptic components, a leader in application laser technology." He thinks that JDS Uniphase can increase earnings in excess of 50% during the next five years and is considering bumping up his price target of $250 a share and keeping the stock. Ognar thinks the acquisition of E-Tek Dynamics, announced last week, will only help the stock by adding critical mass. The combined company will have 70% market share in the white-hot sector. JDS Uniphase is a core holding, so Ognar doesn't tinker with it much, but he would add to it if the price dipped. Ognar also views JDS Uniphase as a strong candidate for inclusion in the Standard & Poor's 500 Index. If it were included in the benchmark, index players would have to step up and buy, which would give JDS shares a huge boost. DAVID FRANECKI covers mutual funds for Dow Jones Newswires. E-mail comments to editors@barrons.com