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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (12650)	9/14/2000 11:15:40 PM
From: SJS	Respond to of 24042

Optical Engineers. Ride the light to the bank, own a small island, buy a planet, solar system, or galaxy.... _________ eb-mag.com

To: pat mudge who wrote (12650)	9/15/2000 4:21:57 AM
From: Bill Holtzman	Read Replies (1) \| Respond to of 24042

>>Optical technology is now the most rapidly improving technology in industrial history.<< Pat it is truly an amazing time to be alive. I was just talking to a health care entrepreneur who felt that the productivity improvements within health care from technology and the internet are mainly in the future. There's a lot more down the road to drive further development of the internet, drive up the need for bandwidth, and still make Alan smile! It is an awesome mix of conditions which are, for the foreseeable future, self-sustaining and almost exponentially growing. The success of companies such as AOL and MSFT (and many, many others) has built a willingness to provide capital to almost every new company with a decent idea and the new technologies emerging are creating dramatically higher productivities (as well as more wealth). Technologies can improve our efficiency, our economy, and ultimately our lives so much. The whole process is steamrolling right now and has a long way to go before it's played out, if ever. It is different this time. Bill

To: pat mudge who wrote (12650)	9/15/2000 8:08:10 AM
From: sam	Read Replies (1) \| Respond to of 24042

JDS Uniphase Soothes Customer Fears Over Expansion (09/14/00, 4:42 p.m. ET) By Susan Taylor, Reuters OTTAWA -- JDS Uniphase said Thursday that it is trying to soothe customer concerns over its acquisition of SDL. JDS Uniphase Corp.'s stock purchase of laser maker SDL Inc. (stock: SDLI), which is now worth $38.5 billion, is under review by U.S. antitrust authorities. JDS (stock: JDSU) said it is talking to several major customers, including Nortel Networks Corp. (stock: NT). Nortel CEO John Roth told Reuters in August that he does not want JDS Uniphase to be its sole supplier of any products, suggesting a separate supplier of some technology may be the answer. Nortel is JDS' second-largest customer following Lucent Technologies Inc. (stock: LU). "We've been in discussions to make sure that the ... concerns of his [Roth] and the industry are properly addressed," JDS CEO Jozef Straus said. "We are here to support Nortel in whatever endeavors, in whatever initiatives, in whatever business, in whatever way." JDS Uniphase, which produces components and modules that boost the capacity and speed of fiber-optic networks, is riding a huge wave of demand from network equipment suppliers. Those suppliers sell gear to phone carriers and service providers, which are increasingly hungry for added capacity on their networks to deliver new services faster, farther, and cheaper. It is on a massive expansion push to boost production by four times every 18 months. JDS, San Jose, Calif., is confident that its deal with SDL will go through in December. JDS, the product of a 1999 merger of San Jose, Calif.-based Uniphase Corp. and Ottawa-area based JDS Fitel, has said its biggest challenge is coping with a blistering growth rate. Straus said he will continue acquiring companies, in addition to developing new technology, to expand the company's product range to meet customer demand. "What do customers want?" he said. "Faster products to the market, faster time, lower cost, and more complex products ... in volume. We need to be attuned to the speed of the market." A host of startups developing fiber-optic technology are searching for the fastest way to get their products to market. That typically involves an initial public offering or acquisition by a larger company. "More companies are calling us and saying could you help us, could you work with us, could you partner with us to help us to come to the market faster," Straus said. techweb.com