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

To: pat mudge who wrote (381)	10/9/1998 1:11:00 PM
From: David S.	Respond to of 815

nice numbers

To: pat mudge who wrote (381)	10/10/1998 1:11:00 PM
From: Fyodor	Read Replies (2) \| Respond to of 815

Conference call highlights: - company is optimistic about opportunities in submarine and CATV applications (I believe was the first time) - weak Canadian dollar added 1 cent to EPS - backlog trend is up (company doesn't give details) - no change to previous guidance that the company's long term sustainable growth rate is 35-45%; CFO also said, based on Q1, it seems JDS will do better than this in the current year - increasing visibility over the past year - no manufacturing problems (contrary to rumors) Overall, company was quite confident that their segment of the telecom equipment market is not slowing down, and based on discussions with customers, is not expected to slow down.