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

To: Kent Rattey who wrote (305)	5/5/1999 7:57:00 PM
From: Glenn McDougall	Respond to of 24042

As I recall during the CC call of UNPH KK said a number of times that the AT&T purchase of Tele-communications inc (11 million customers) will keep UNPH busy for a long time. Well don't tell anyone but AT&T is in the middle of buying Media One (5 million customers). What will that do to the bottom line of UNPH? usnews.com Regards Glenn

To: Kent Rattey who wrote (305)	5/6/1999 8:37:00 PM
From: Kent Rattey	Respond to of 24042

Uniphase Corporation CEO Kevin Kalkhoven Talks to The Wall Street Transcript BusinessWire, Tuesday, May 04, 1999 at 18:51 NEW YORK--(BUSINESS WIRE)--May 4, 1999--The Wall Street Transcript has published an in-depth interview with Kevin N. Kalkhoven of Uniphase Corporation (NASDAQ:UNPH), in which he talks at length about his company's future. He says, "We're a company with 20 years experience in the laser industry. We started in a garage in Silicon Valley in 1979, without any venture capital. We had $300,000 and we have grown the company the old-fashioned way - by just making a profit each year and reinvesting it. In 1993, we went public and raised about $11 million, which we used in 1995 to enter the telecommunications space with the purchase of some technology from United Technologies. We are the leading merchant supplier of laser technology to the telecommunications equipment companies." He declares, "Demand for data is driving huge increases in the need for bandwidth. The Internet usage is doubling every 100 days. When the fiber optic networks were laid, they were to handle the increase in voice traffic through somewhere between 7-13% per annum. The amount of data is increasing so rapidly that next year, the data will be five times more than the total amount of voice." Looking forward, he states, "As a company, we're doing two things. One is that we're merging with JDS in Canada, the leading vendor of the other half of the fiber optic components, the non-semiconductor, sometimes called the passive technology. The combined entity will have over $600 million in revenue annualized and over 4,000 staff. Of course, we are very profitable, both entities together, with neither of us having any debt and both of us generating significant amounts of cash. So, I think we'll have enough people and we'll have enough capital to be able to grow for the future." To read the complete interview, go to twst.com. The Wall Street Transcript does not endorse the views of any interviewees nor does it make stock recommendations.