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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn McDougall who wrote (196)	4/15/1999 1:22:00 PM
From: cann11	Read Replies (1) \| Respond to of 24042

This is unreal!! I have to buy more its a nobrainer!!

To: Glenn McDougall who wrote (196)	4/15/1999 7:38:00 PM
From: Chris Stovin	Read Replies (1) \| Respond to of 24042

Glenn, Did Jozef say he was going to Disneyland like all Super bowl winning Quarterbacks say right after the final gun goes off? I'll tell you one thing though, I don't think there is a ride at Disneyland as wild as the one we went on today. I can handle the rocket rides upward but its the laser-guided air to ground cruise missiles that send shivers up and down my spine. Wow! Cheers! Chris

To: Glenn McDougall who wrote (196)	4/16/1999 1:01:00 AM
From: quidditch	Respond to of 24042

Additional Observations on the JDS CC Glenn: I thought your synopsis was pretty accurate; especially liked your summary of challenges for JDS going forward. I had some additional observations, based on what I heard: The robustness of the market is being driven by DWDM (bandwith need) and, what else, the internet. Perhaps the most exciting aspect of Jozef's and another tech type (didn't catch his name) is the company's response to customer focus on Metro applications, which would significantly, significantly, expand the potential market for optical system component suppliers. The implication is supply not only to the trunk systems but to the myriad tributaries, rather eddies, of the stream. To address this market for customers, Jozef mused that the challenge in this area is to increase the "manageability of the bandwith"--thus the huge demand for filters and gratings and couplers. Additional financial analysis to my earlier posts: Gross margins in the mid 50's will probably trend to the lower 50's, as revenues continue to ramp, additional PP&E is brought on stream and the 900 additional employees Glenn mentioned are worked into the mix.

To: Glenn McDougall who wrote (196)	4/16/1999 1:15:00 AM
From: quidditch	Read Replies (1) \| Respond to of 24042

More on JDS CC Sorry, my Bell Atlantic ISP prevents me from taking more than 5 minutes to compose. Some might see that as natural cyber censorship devoutly to be wished. Anyway, to continue: SG&A at 11% will probably trend to more normal range at about 13% in the next quarter or two. A very positive aspect to the earnings results was that there was no hidden F-X effect, as the Canadian $ was fairly stable during Q-3 (82% of sales go to the USA). I had worried that this might artificially bump up the EPS. There was, however, a relatively minor imputed interest income component of less than C$0.01 P/S. Maybe it was gdichaz on the G&K thread on the merger timetable: I think that I will be borne out. Although the press release speaks in terms of the merger being completed this quarter, the CFO twice indicated that "we are expecting June-ish", which to me says that we should look for consummation of the merger with UNPH at or about the third week in July. UNPH reports next week, April 21, I believe. Regards. Liacos_samui