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

To: Benjamin Booter who wrote (220)	4/22/1999 10:21:00 PM
From: Kent Rattey	Read Replies (1) \| Respond to of 24042

From SSB: Based on what we were hearing at the show, Uniphase's modulator business should be in excellent shape. It's CATV business, too, looks to be seeing very strong sequential growth. Putting it all together, including data products, source lasers, a small contribution from the wavelocker and fiber bragg gratings, we think that we can add up enough products to be comfortable with our estimate for the quarter. The 980 pump laser market does not appear to be as crowded as the source laser market, although more are jumping into the fray, with Alcatel and HP both introducing products, likely aimed at the submarine market. Still, the market looks to be firmly in the hands of Uniphase, SDL, and Lasertron.