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

To: mtnlady who wrote (19200)	3/2/2000 12:26:00 AM
From: BDR	Respond to of 54805

<<Your numbers for JDSU 12/99. Do these numbers include OCLI?>> I am pretty sure they don't. The merger wasn't completed until 2/4/00 if I have the dates right. And the numbers certainly don't include ETEK. SDLI's total revenue for the 9/99 Q was $46 million or less than half of GLW's photonics segment's revenue for the same Q, but we may be comparing apples and oranges since they don't all make the same parts. <<At this point in time I believe market share stands like this - JDSU #1, ETEK #2, SDLI #3, GLW #4.>> That's what I thought, too, but the reported revenues suggest SDLI and GLW may be reversed.