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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (1632)	6/14/2001 4:43:57 PM
From: SouthFloridaGuy	Read Replies (2) \| Respond to of 3294

Gosh, where is everyone? They should rename this stock JDS Poo.

To: Ian@SI who wrote (1632)	6/14/2001 10:23:35 PM
From: pat mudge	Read Replies (1) \| Respond to of 3294

Well, that's the shoe I was worried might drop. Now that it has, I think I can exhale. A glance at year/year comparisons: JDSU, Q4/00: jdsuniphase.com July 26, 2000 – JDS Uniphase Corporation (Nasdaq:JDSU and TSE:JDU) today reported sales for its fourth quarter ended June 30, 2000 of $524 million and pro forma net income of $114 million or $0.14 per diluted share. Sales for the year ended June 30, 2000 were $1.43 billion. Same quarter for SDLI: sdli.com <i.>July 20, 2000 — SDL, Inc. (Nasdaq: SDLI) today announced record revenues of $110.5 million and pro forma net income of $27.2 million, or $0.33 per diluted share, for the second quarter ended June 30, 2000. Combined sales: $634M vs. current estimate of $600M JDSU, Q1/01: jdsuniphase.com October 26, 2000 – JDS Uniphase Corporation (Nasdaq:JDSU and TSE:JDU) today reported sales for its first quarter ended September 30, 2000 of $786 million and pro forma net income of $177 million or $0.18 per diluted share. Same quarter for SDLI: sdli.com October 19, 2000 — SDL, Inc. (Nasdaq: SDLI) today announced record revenues of $146.5 million and pro forma net income of $40.4 million, or $0.45 per diluted share, for the third quarter ended September 30, 2000. Combined sales $932M vs. current estimate of $450M. >>>>>>>> At the H&Q conference, JDSU’s CFO said inventories would be worked down by September. If that holds true, then the above projections should have the worst factored in. Someone once said when you sleep with a giant, be careful when it rolls over. Carriers are about as big as giants get, and merciless when they change positions. Pat