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


To: FlameMe who wrote (17752)2/5/2001 10:27:29 AM
From: luther yow  Read Replies (1) | Respond to of 24042
 
Before anyone gets too excited, JDSU has done only 7 m shares this morning and only 1m was block trades. Much to early to see any real turn up.
Also at the time the deal was announced it was supposed to be accretive to jdsu earnings, with all thats gone on, only the revised figures that Pat noted will answer.

Luther



To: FlameMe who wrote (17752)2/5/2001 10:48:30 AM
From: pat mudge  Respond to of 24042
 
Message 14017765

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.