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

To: DiB who wrote (1301)	4/14/1999 8:49:00 PM
From: mariner	Respond to of 54805

Thread Couple of more points about JDS Fitel/UNPH. The combined company will trade on the NAZ and also on the TSE(interchangeable stock structured for tax purposes to try and avoid punishing us Canucks any more than we already are). I would second the call to review the newly combined JDS Uniphase thread. Lots of good discussion. As far as today's JDS release goes, the estimate was for $.27 Cdn, actual EPs was $.33. The company continues to comfortably beat street estimates. Revenue growth continues to be outstanding in the main product area (modules). Between 80 and 100% top line growth over the past year. I maintain that the combined operation of JDS/UNPH will be an outstanding long term play, unless someone can figure out a realistic alternative to fiber to feed the insatiable demand out there. Cheers mariner