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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Mannie who wrote (10109)	10/27/2000 3:16:12 PM
From: Uncle Frank	Respond to of 65232

>> La Terrazo.....I ate there every morning for 10 days last November, I love that spot. You have good taste, Scott, and the view´s pretty good, too <gg>. I´m out of here, but I´ll be back on line Saturday night. uf

To: Mannie who wrote (10109)	10/28/2000 12:52:33 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

analyst raises JDSU numbers, borrowed from JDSU thread Ibexx dug it up: Goldman Sachs raised JDSU's estimates today: "Goldman Sachs analyst Natarajan (Subu) Subrahmanyan raised 2001 EPS estimate for JDS Uniphase (JDSU) to $0.80 from $0.70 and 2002 EPS estimate to $1.20 from $1.10, the shares are on the U.S. Recommended for Purchase List. " From Chase H&Q: "* JDS Uniphase (JDSU) $74.44 - $82.6B mkt cap: No Yellow Flags; Results and Visibility Reinforce Bullish Optical Outlook; Reiterate BUY · JDS Uniphase reported $786M/0.18 (pro forma) for Q1:01 (FY), versus our $761/0.16 (and the $0.16 consensus) estimate. Telecom revenue grew 26% Q/Q. Gross margin came in slightly ahead, and the balance sheet remained solid. · Management was clear and emphatic on the call, stating they don't see any customer inventory builds, double ordering, systemic order push-outs, or any signs of an industry slowdown. Overall, they couldn't have been more bullish. · We believe overall demand for optical (DWDM) components and equipment remains undiminished. We also believe some of Nortel's recent optical problems stem from weakness in their traditional SONET ADM business and the remainder are customer and/or company-specific, and likely temporary. · We are raising our estimates for Q2:01 (FY) from $0.18 to $0.20, for FY:01 from $0.70 to $0.80, and from CY:01 from $0.80. to $0.92. We rate JDSU shares BUY, but believe SDLI offers a better way to play JDSU, considering the current 17% arbitrage opportunity and the likelihood of regulatory approval. " --- jim