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Gold/Mining/Energy : JDS Fitel -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (311)	7/23/1998 8:58:00 PM
From: Fyodor	Read Replies (1) \| Respond to of 815

Notes on conference call: - good visibility going into Q1 - industry/demand remains robust - have not yet seen significant demand from metropolitan networks, still primarily long haul - metro will be next wave of growth, still to come - maintain view of longer term sustainable growth of 35-45% - PMX acquisition has no impact on earnings yet, still looking to acquire remaining interest to take stake to 100% - gross margin expected to remain stable, could improve with entry into modules business (PMX) - increase in R&D in quarter - expected to continue, they want to take advantage of opportunities in industry - increase in inventory level due to PMX acquisition, inventory turns actually flat with Q3 - all analysts very positive, upbeat In summary - all good.