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To: BDR who wrote (2666)9/1/2000 6:09:14 PM
From: BDR  Respond to of 3951
 
With all the merger activity much of JDSU's financials are beyond my ability to sort out but the growth is obvious even if the mergers aren't included.

JDS UNIPHASE CORP /CA/ has filed a Form 8-K (Current Report) with the United
States Securities and Exchange Commission.
freeedgar.com
The following supplemental operating segments table compares actual operating segment information
for net sales of JDS Uniphase for 2000 with pro forma operating segment information of the
former Uniphase Corporation and JDS FITEL combined for 1999.

 
Proforma
Net Sales
As Reported Uniphase and As Reported
GAAP JDS FITEL GAAP
Net Sales Combined Net Sales
------------ ------------ ------------
Year Ended, June 30, 2000 1999 1999
(In millions) ------------ ------------ ------------

Components:
Shipments $ 961.8 $ 399.0 $ 169.4
Intersegments sales (122.6) (15.9) (3.8)
------------ ------------ ------------
Net sales to external customers 839.2 383.1 165.6

Modules:
Shipments 429.5 149.6 62.0
Intersegments sales (0.3) -- --
------------ ------------ ------------
Net sales to external customers 429.2 149.6 62.0

Net sales by reportable segments 1,268.4 532.7 227.6
All other net sales 162.0 55.2 55.2
------------ ------------ ------------
$ 1,430.4 $ 587.9 $ 282.8
============ ============ ============


Components: Shipments for 2000 increased $562.8 million or 141% from 1999 pro forma net sales. This
increase reflects the $109.0 million impact from entities acquired in 2000, $106.7 million increase
in intersegment shipments in support of module growth and increased customer demand for virtually all
product families.

Modules: Net sales for 2000 increased $279.6 million or 187% from 1999 pro forma net sales. This increase
is primarily a result of increased demand for optical amplifiers. None of the entities acquired in
2000 were classified within the module segment.



To: BDR who wrote (2666)9/1/2000 6:27:17 PM
From: pat mudge  Read Replies (3) | Respond to of 3951
 
Baker is adamant about the fact that fiber-optics sector is not a bubble but, rather, an infrastructure conversion that will last five to ten years.

Wonder if he follows SI? :))

Have a safe week-end, everyone!

Pat