Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (1294)	4/14/1999 6:01:00 PM
From: Labrador	Read Replies (1) \| Respond to of 54805

what was the expectation for JDS revenue and earnings? Certainly they beat it. By the way, I show Uniphase releasing earnings on April 26th.

To: gdichaz who wrote (1294)	4/14/1999 11:03:00 PM
From: quidditch	Read Replies (2) \| Respond to of 54805

gdichaz, Uncle Frank: Greetings. Have owned UNPH and JDS since last summer. JDS reported this evening, C$0.33 (fully diluted) vs. C$0.27 consensus. Analysts have been behind the curve on JDS for the last four quarters, and the numbers this evening: top line, continued ramping of R&D, SG&A under control despite exploding revenues, and higher non-cash charges with EPS at>100% YoY tell a powerful story. I don't think that the merger will be a done deal by end of June. When I last spoke with IR, last week, the companies had just filed their HSR, preliminary proxy material not yet filed with the SEC, meeting dates not yet set, as far as I know. If you believe in the optoelectronics segment, this is a good play: JDS (passive components/gratings/DWDM) + UNPH (active components/pump lasers and chips for fiberoptic pipe) = modules to save the system aggregators time and $. Regards. Liacos_samui (and long Q)