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

To: jack bittner who wrote (249)	4/28/1999 12:17:00 AM
From: Gary L. Kepler	Respond to of 24042

As a recent buyer ($110) without a lot of due diligence, I agree plus add the concerns about a merger of equals across country which may carry the Bay Network risk (Wellfleet/Synoptics?) that took years and a change of management to stabilize. My apologies if previously discussed since I am only starting now to backtrack on the thread.

To: jack bittner who wrote (249)	4/28/1999 2:56:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 24042

demand for dwdm components grew 60% in '98. Re: SDLI's conference call this afternoon, DWDM sales tripled y/y and increased 41% sequentially. Pat

To: jack bittner who wrote (249)	4/28/1999 7:34:00 AM
From: Drake	Read Replies (1) \| Respond to of 24042

Jack, I think the key is, "the Company's telecommunications and cable products for the third quarter ended March 31, 1999, were 26% higher than the second quarter ended December 31, 1998". If one were to project that same growth rate into the next 4 quarters, it would amount to approx. 250% year over year. Please let us know source for, "Asia currently has leading edge technology and mfg. capability but no contacts for marketing and sales". (Logic would say that if this is true, several marketing and sales companies would be knocking their doors down to partner with them. In fact, UNPH would be knocking their doors down to partner with them -- or buy them out.) Further, please list source for, "one analyst estimating that prices are falling more than 30% a year". (This just doesn't jibe with present and past earnings announcements, nor with any logic, under the circumstances.) I'm not being critical -- I just don't get it. Dc