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

To: FlameMe who wrote (17980)	2/7/2001 2:02:21 PM
From: Tunica Albuginea	Respond to of 24042

That's today's story, with CSCO. In cybertime, that will not be the story tomorrow. With Fed rate cuts, tax cuts you will see soon i think rapid revisions. E-commerce is not going to wait a quarter, TA

To: FlameMe who wrote (17980)	2/7/2001 3:12:00 PM
From: pat mudge	Respond to of 24042

DBAB on JDSU HIGHLIGHTS: We visited JDS Uniphase's MEMS facility at its Cronos Integrated Microsystems subsidiary in North Carolina last week which it acquired last year for $750 million in stock. We were impressed with the progress at that facility and the potential for MEMS in the optics space. Although optical switching has been receiving most of the attention in the MEMS space to date, we believe an early winner could very well be variable optical attentuators (VOAs). We highlight the following: -- JDS Uniphase is currently sampling its MEMS based VOAs with customers and we expect it to start shipping in volume before the end of this year. -- VOA's will address a $520+ million market in 2004 up from slightly more than $230 million in 2001, according to RHK projections. -- JDS Uniphase is dramatically expanding capacity (approx. 10x) at its Cronos MEMS facility to take advantage of its position as an early leader in the market for VOAs. DETAILS: MEMS BASED VOA JDS Uniphase is currently sampling its MEMS based VOA with customers and we expect it to start shipping in volume before the end of this year. The JDSU/Cronos MEMS based VOA utilizes thermal actuation to provide up to 60dB of attenuation within 20 milliseconds. The patented thermal actuation technology enables a VOA using low voltage (0-5 volts) and requires fewer masks in order to be manufactured. RAMPING CAPACITY JDS Uniphase's Cronos facility is ramping up capacity in preparation for volume manufacturing. In June 2000 the company announced an agreement to purchase a 177,000 square foot Motorola semiconductor facility that is across the road. The facility includes 38,000 square feet of class 10 clean room, roughly 7x the size of the current Cronos clean room facilities. We expect production at this new facility to begin in 2Q 2001. As part of the transition to the new facility Cronos will be moving to 6" wafers from its current 4" and ramp capacity over several phases from 30,000 wafers/year up to 100,000+ wafers/year. The increase in wafer size combined with the larger space will contribute to a projected 10x increase in overall manufacturing capacity. The current facilities will continue to be used for R&D. TL9000 CERTIFIED We believe JDS Uniphase's Cronos plant to be one of the first MEMS facilities to have been certified under the telecom equipment TL9000 standard which builds and expands upon the less stringent ISO 9001. TL 9000 defines requirements for design,development, production, delivery, installation and maintenance of telecom products and services. The standard includes performance and cost-based metrics that measure reliability and performance of products and services. FIXED ATTENTUATORS Attenuators are relatively simple, static devices that reduce the power of a signal without distorting the waveform. They are deployed in a number of locations throughout the network. They can be found in conjunction with multiplexers or with EDFAs where they manage the optical power sent to the receivers. In this particular setting the attenuator effectively protects the receivers from being subjected to an excessively strong signal from the EDFA that might otherwise increase bit error rates. VARIABLE OPTICAL ATTENUATORS (VOAs) The market is moving from fixed attenuators to more recently developed variable forms, like those based on MEMS, which can dynamically react to changes in the power levels. These variable optical attenuators are an important element in the transition from the static, opaque networks to dynamic, all-optical, next generation networks. >>>>>>>>>>>>>>>>>>>>>

To: FlameMe who wrote (17980)	2/7/2001 3:37:53 PM
From: pat mudge	Read Replies (1) \| Respond to of 24042

Slightly OT: Ciena's CEO speaks at Banc of America conference: www2.marketwatch.com JDSU's there, but I don't know which day: jdsuniphase.com

To: FlameMe who wrote (17980)	2/7/2001 6:56:36 PM
From: t2	Read Replies (1) \| Respond to of 24042

I keep hearing on CNBC that GLW is down because Cisco warned of a slowdown in optical. I heard the opposite (I think), and that optical was growing nicely. Obviously CNBC does not have a clue. I would think the negative for GLW may be that NT acquired that plant in Zurich and intends also to do some supply deals with JDSU. The most likely reason may just be spending slowdown worries in general.