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: quick who wrote (5233)	1/26/2000 5:01:00 PM
From: SJS	Read Replies (1) \| Respond to of 24042

More important data!! Guidance is still 15% going forward. Feb 4 for close of OCLI acquisition. No other news on ETEK. Sales for Q2 25% higher. GM about 50% Operating profit in the range of 28-30% Tax rate going to 34% from 33%, will make an adjustment in Q3 to 35½% Sales projection 415M in Q4. Stock split, they hope we all approve it!

To: quick who wrote (5233)	1/26/2000 5:19:00 PM
From: SJS	Respond to of 24042

Guidance with OCLI is CONSERVATIVE, because they will only have OCLU for half the quarter. CSFB questions: 1) Growth rates and market segments. All segments are growing at overall coporate rate. 2) Csutomer base - sense of demand from new startups. 2001 ... Needham: 1) Revenue for quarter without aquisitions We don't break them out. If you exclude acquisition, Y over Y would be over 100% 2) What's growing slower than corp. average? OCLI legacy business/telecom. Chase: 1) Hearing about VIXL(?) and telecom applications VIXELs are going to be useful product, we don't have one ourselves, but are reviewing them. 2) DON't have inhouse capabvility inhouse, but can get them MACK Equities 1) Gross Margin is consistent...comment on that. 48.5 was old guidance, 50-51 is now guidance. 2) Montreal plant - how's it coming. 12-18 months, positive results. Shroeders: 1) ETEK deal, concerns about concentration and FCC review. Spread is showing concern. Since announcment, will concentration issues be harder or easier than before announcment. Beforehand, we Did DD on all aspects of reulatory issues. Important to learn true competitive environment. Other comapnies selling technology similiar and competitive to JDSU. In-house mfg of customers still represent 50% of market!! Met with all their customers. 1) JDSU & ETEK & OCLI WILL increase capacity. 2) Reduce time to market 3) Improve LT price/performance Regulators will come to same conclusion as customers!! B) When would review of ETEK deal start? Press release will be issued when JDSU has more data on this.