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To: wlheatmoon who wrote (36439)	4/27/1999 8:47:00 AM
From: John Pitera	Read Replies (1) \| Respond to of 86076

Mike, very interesting on UNPH, the more I look at them the more I get interested in them. they remind me of RFMD, in the sense that they are doing alot of business, and I suspect that they have not had a margin's contraction in the past 4-6 quarters ( I'll have to check on that) 4 great areas of business Four areas of business- 1. Long haul terrestrial--WDM and growth in Europe is strong 2. Undersea/submarine- mentioned LVLT 3. Cable TV-WDM-strong growth-mentioned TCI/ATT 4. Metro uses are up and coming--2001 will be very strong