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

To: Kent Rattey who wrote (260)	4/28/1999 2:56:00 PM
From: Kent Rattey	Read Replies (1) \| Respond to of 24042

Sorry about the last post, my computer wigged out in the middle of it. Lets try again.. <but how does this admittedly powerful team - with the foregoing limitations - justify 20 times sales and 60 times estimated calendar 2000 earnings of 2.15 a share, when lu sells at 4.6 times sales and nt at 2.3. lu grows eps at 32%, jds unph at 72% - on a much smaller base. demand for dwdm components grew 60% in '98.> Demand for dwdm is expected to grow 5 fold this year and it is limited to the backbones. As you previously mentioned, hopefully components prices will fall enough to make it economically feasible to move further down into the metro backbones and eventually into the LAN. UNPH's advantage over LU and NT is its ability to concentrate on fiber technology without worrying what technology wins, ie; ATM/IP or cable for that matter. They are concentrated on the light that goes through the glass, a neutral all encompassing place to be. Some component prices are falling, but many aren't, such as the 980 nanometer pump laser modules. You should listen to the conference call. Margins were addressed. <Is it your view that SDLI is not only fully on track now but cutting into JDS Fitel or Uniphase's market share?> It is my understanding that SDLI is a supplier to JDS in many products. Kent