Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (61807)	1/25/2001 4:15:12 PM
From: LLCF	Read Replies (1) \| Respond to of 436258

Halts and earnings alerts in PMCS, SAWS, ATML mixed, I think. DAK

To: patron_anejo_por_favor who wrote (61807)	1/25/2001 4:20:19 PM
From: patron_anejo_por_favor	Respond to of 436258

JDSU 0.21 vs 0.19 est and 0.09 yr ago. Revs 925 million vs 354 yr ago. Doesn't look particularly weak...guidance is everything (especially after GLW's hairball). Guidance as follows (from co. press release): biz.yahoo.com JDS Uniphase expects sales in the March quarter to be 7% to 10% above sales for the quarter ended December 30, 2000. This change in guidance from previous periods reflects uncertain carrier capital spending prospects, customer inventory adjustments, and a somewhat lower level of near-term sales visibility than the Company has experienced in recent periods. The Company anticipates sales for its fiscal year ending June 30, 2001 to be in the range of previously announced guidance of 115% to 120% above pro forma combined sales for the fiscal year ended June 30, 2000, recognizing that it could be at the low end of that range. Such pro forma sales included the separately reported results of E-TEK Dynamics. This guidance does not include any anticipated effects of the pending merger with SDL, Inc. The Company expects pro forma earnings per share in its third quarter to be approximately equal to or slightly above the December quarter and to be approximately $0.82 for the fiscal year ending June 30, 2001. 0.82 would be give a PE of 68 or so. High, but not incredibly so, especially with the current levels of growth. I'm actually keeping it on the radar for the next 'Dung bounce. No position either way now.