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To: abuelita who wrote (24822)7/10/2000 11:34:47 AM
From: Dealer  Read Replies (2) | Respond to of 35685
 
JDSU/SDLI Conference call "Notes Stolen" from the SDLI board

From: hospitalman Monday, Jul 10, 2000 9:03 AM ET
Reply # of 2154

I got to listen in on most of the CC. A lot of it was the understandably cautious stuff but a few noteworthy things I picked up. Combined jdsu/etek/sdli anuual sales run rate $2.7B. Sales and income for all three entities willbe higher than the investment community expects and they will see that over the next few weeks as earnings are released. Deal hopes to close by Dec. and is expected to be accretive right off the bat. Continual talk of expanding production, ramping up everything, growth, growth, growth. Lot of talk of combined expertise accelerating the development of systems on a chip that will lower costs and accelerate expansion of whole FO business.

Ken