Slide 1: JDS Uniphase
Slide 2: Forward-looking statements
Certain statements in this presentation constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1934. “Forward-looking” statements are all statements made by us, other than those dealing specifically with historical matters and any statements we make about th
Slide 3: Unbridled Optimism
¥ Unbridled Optimism
Slide 4: 2005 Unbridled Optimism
Slide 5: SSE IDS Uni
SSE IDS Uni
Slide 6: “tsps
“tsps Uniphase
Slide 7: Realistic Optimism
listic Optimism Py ie
Slide 8: “tsps
“tsps Uniphase
Slide 9: Content and Demand Drive Long-Term Growth
Content and Demand Drive Long-Term Growth wal JDS Uniphase
Slide 10: Traffic Continues to Grow
‘ _ Traffic Continues to Grow Historical and Forecasted Traffic Growth 10,000,000,000 1,000,000,000 100,000,000 10,000,000 1,000,000 100,000. 10,000 1,000 | | Wl 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 197 1998 1999 2000 2001 2002 2003 2004 2005 TB/Month 8 S je ~=Data Source: FCC
Slide 11: Business Bandwidth Use Growing Today
Business Bandwidth Use Growing Today ... : ), Video Xz Data Services \3 Video 4 Data Services a JDS Uniphase
Slide 12: Driven by New Technologies
Driven by New Technologies To Internet ~ : 44 JDS Uniphase
Slide 13: WiFi (Wireless Fidelity Technology - 802.11b)
WiFi (Wireless Fidelity Technology - 802.|Ib) seal
Slide 14: WiFi: Always Connected
WiFi (Wireless Fidelity Technology - 802.1|b) Ss _ Always Connected pS 4 “4 JDS Uniphase
Slide 15: Bandwidth Demand Will Grow Even More in the Future
Bahdwidth Demand VVill Grow Even More in the Future _ Ny Entertainment Az Data Services oar FAMILY ROOM \ ou JDS Uniphase
Slide 16: 1a
1a JDS Uniphase
Slide 17: Broadband Household Penetration
Broadband Household Penetration_ 25 20 Subscribers (in millions) U.S. Households (104 million total) /-— Sa = Wei 2000 Source: Credit Suisse First Boston 2001 iu JDS Uniphase
Slide 18: Internet Traffic for North America
Internet Traffic for North America a - © da 21% of total users have a Broadband connection (cable or DSL) RHK, May 2002 <1 JDS Uniphase
Slide 19: Internet Traffic for North America
ik Internet Traffic for North America 93% of bandwidth usage is generated by broadband users (cable or DSL) A dl RHK, May 2002 wt JDS Uniphase
Slide 20: MONTGOMERY
MONTGOMERY _.COUNTY PRINCE GEORGE'S COUNTY FAIRFAX ARLINGTON COUNTY “s COUNTY JDS Uniphase
Slide 21: _ {county
_ {county N \ \ PRINCE §f GEORGE'S ARLINGTON \\ COUNTY 4 Lanes JDS Uniphase
Slide 22: PRINCE §f
PRINCE §f GEORGE'S COURTY 4 Lanes “4 JDS Uniphase
Slide 23: New Infrastructures Open Up New Possibilities
New Infrastructures Open Up New Possibilities __ (proposed) “1 JDS Uniphase
Slide 24: Changing Economics with New Technologies
fs Ghanging Economics with New Technologies $/Gbps Reducing the cost / managed bit ae loying services more rapidly Cost Capacity <1 5DS Uniphase
Slide 25: Transmission Opportunities
Tiransmission Opportunities Router Fibre Channel GBIC Storage devices = A “4 JDS Uniphase
Slide 26: Transmission Opportunities
Transmission Opportunities Gigabit Ethernet Transceiver ANY 4 al end users ess Pra | Switch Fy Sever) Herenaaciel adapters (LAN) = = i ms (SAN) ~ Faure Shas ge devices storai me JDS Uniphase
Slide 27: Gigabit Ethernet transponder
10 Gigabit aay one sponder Ethernet Resilient Packet. : Ring Nod¢ Fen = soar Gigabit Gigabit Gigabit Ethernet 0) Ethernet Ethernet Tease Aggregation Aggregation anne! Switch Fibre channel hubs (SAN) ~~ Fibre Channel : GBIC storage device at JDS Uniphase
Slide 28: Deployment of Systems
Deployment of Sapiisss a a
Slide 29: Wavelength Switch System Applications
Wavelength Switch System Applications Dynamic Mesh on Optical Rings @ Full or partial mesh - any wavelength to any other node @ All nodes identical, easy planning @ Fast remote bandwidth upgrades @ Rapid setup / tear down of bandwidth for changing traffic patterns ey] JDS Uniphase
Slide 30: Wavelength Switch System Applications
Wavelength Switch System Applications All Optical Ring Interconnect ® Eliminate regenerators and OXC between rings % Allows easy transition to Mesh on existing ring fiber base ey] JDS Uniphase
Slide 31: =, e #4
=, e #4 JDS Uniphase
Slide 32: Intelligent Amplifiers Balance Gain Automatically
Intelligent Amplifiers Balance Gain Automatically _ SS = aS ® Lower noise amplification ® Increased reach ®@ Responds to system dynamics mt] JDS Uniphase
Slide 33: Dynamic Gain Equalizer
Dynamic Gain Equalizer =» Provides controlled attenuation eS across the C or L band to compensate for power imbalance in optical fiber links =» Attenuation range: >=|\0dB Output “1 JDs Uniphase
Slide 34: Enterprise
os: Enterprise tag a : An : % JDS Uniphase
Slide 35: Diverse Customer Base for Optics: Display Markets
Pe ie £_ Diverse Customer Base for Optics = Display Markets Vb ae) r> 4 JDS Uniphase
Slide 36: Diverse Customer Base for Optics: Currency Protection
Diverse Customer Base for Optics_ Currency Protection Markets Optically Variable Pigments protect bank notes in 83 countries representing over 60% of the value of world currency <1 JDS Uniphase
Slide 37: Diverse Customer Base for Optics: Decorative Markets
# JDS Uniphase | Sn] verse Customer Base for Optics Decorative Markets : £2 4
Slide 38: Changing Economics with New Technologies
fs Ghanging Economics with New Technologies $/Gbps Reducing the cost / managed bit ae loying services more rapidly Cost Capacity <1 5DS Uniphase
Slide 39: Preparing for the Future
Preparing for the Future P $/Gbps Cost Capacity #21 JDS Uniphase
Slide 40: Re-engineering JDS Uniphase
~ Re-engineering JDS Onipnase Closing and Consolidating Operations Apr 2001 Dec 2001 Jul 2002 Future ~ 4 “4 JDS Uniphase
Slide 41: Re-engineering JDS Uniphase: Reducing Global Workforce
yh Re-engineering JDS Uniphase ~] Reducing Global Workforce @ February, 2001 29,000 employees @ June, 2001—20,000 employees @ January, 2002—I 1,000 employees @ July, 20029, 100 employees 35,000 30,000 25,000 20,000 15,000 10,000 5,000 Feb 2001 Jun2001 += fan 2002 = Jul 2002 it JDS Uniphase
Slide 42: Global Realignment Program
ji Global Realignment Program ‘Estimate = . “4 JDS Uniphase
Slide 43: Expanding Low-Cost Manufacturing
Expanding Low-Cost Manufacturing
Slide 44: Strategic Operations — Leveraging IT Investments
Strategic Operations — Leveraging IT Investments Customer Service Supply Chain Management € Finance Order Management € “1 JDS Uniphase
Slide 45: Strategic Operations — Operational Excellence
Strategic Operations — Operational Excellence Business Unit Focus go | ES Global|Common Processes
Slide 46: Sizing to Respond
Sizing to Respond =® Sizing to break-even at $260M in quarterly sales =» 50+% marginal profitability on sales increases = 4 44 JDS Uniphase
Slide 47: R&D Spending
5) R&D D Spe ending (Excluding Global Realignment Program Chai 50
Slide 48: AWG Product Line Addition
< AWG Product Line Addition ® Advanced waveguide technology ® High yield 200-mm wafers ® Advanced packaging ® Automated fiber interfacing ee % 44 JDS Uniphase
Slide 49: AWG Technological Advancement
AWG Technological Advancement_ CVD Yield Trend Higher Than FHD Flame Hydrolysis Chemical Vapor Deposition (FHD) Deposition (CVD) me] JDS Uniphase
Slide 50: Datacom Product Line Additions
Vy Datacom Product Line Additions _ a - @ 10 Gigabit Ethernet «21 JDS Uniphase
Slide 51: Cash
Slide 52: How Will Our Business Recover?
How Will Our Business Recover? _ rom aeat ervice Prov i der 3: Be Initial capital spending : wilt increases absorbed by inventories “I JDS Uniphase * iu JDS Uniphase
Slide 53: How Will Our Business Recover?
How WVill Our Business Recove’ =» Gradual transfer of business turn to component and module suppliers — System supplier conservatism — Metro and enterprise healthier initially — Some customers will need some parts — Growing impact of new products =» Potential for initially slow or bumpy sales patter
Slide 54: How Will Our Business Recover?
How VVill Our Business Recover? _ =» Over time, expansion wilt follows capital spending patterns Te eee NY SS es ers Sy _ Service Providers’ =» Markets return to growth iu JDS Uniphase
Slide 55: End-to-End Product Portfolio
End-to-End Product Portfolio \ ne ll & oat JDS Uniphase
Slide 56: Enterprise
B * Frterprise & JDS Uniphase
Slide 57: a}
a} JDS Uniphase