Viavi Solutions Inc. · NASDAQ:VIAV
Viavi Solutions — JDS Uniphase — Investor Presentation (November 2002)
46 slides from Viavi Solutions's investor presentation, Nov 6, 2002
Slide 1: JDS Uniphase
Slide 2: Forward-looking statements
Certain statements in this presentation constitute forward-looking statements in the meaning of Section 27A of the Securities Act of forward-looking statements which — include any infor future business operations and — guidance regarding O ormance. Actual results might looking statements. Ors | diff
Slide 3: Unbridled Optimism
rae Unbridled Optimism 121 JS Uniphase
Slide 4: Unbridled Optimism
Unbridled Optimism “ps Uniphase
Slide 5: 4 JDS Uniphase
4 JDS Uniphase
Slide 6: Deep Pessimism
Deep Pessimism t es A uses y SSA A 2007 “gps Uniphase
Slide 7: Realistic Optimism
Realistic Optimism “) JDS Uniphase
Slide 8: Realistic Optimism
Realistic Optimism 7} 4 JDS Uniphase
Slide 9: Slide 9
Slide 10: Imagine a world without ...
Imagine a world without ... a1 JDS Uniphase
Slide 11: Imagine a world without ...
Imagine a world without ... eering collaboration field exploration) MedicaliMaging fr pal ie 5 eg PAL al] JDS Uniphase
Slide 12: Imagine a world without ...
Imagine a world without ... ideo on demand “) ups Uniphase
Slide 13: Imagine a world without ...
Imagine a world without ... e) retnote ae — hej JDS Uniphase
Slide 14: a
a JDS Uniphase
Slide 15: WiFi (Wireless Fidelity Technology - 802.11b)
WiFi (Wireless Fidelity Technology - 802.11b) LIBRARY “) ups Uniphase
Slide 16: Broadband Household Penetration
Broadband Household Penetration U.S. Households Subscribers (in millions) 20027 at JDS Uniphase
Slide 17: Internet Traffic for North America
Internet Traffic for North America i JDS Uniphase RHK May 2002
Slide 18: 93% of bandwidth usage
93% of bandwidth usage
Slide 19: New Infrastructures Open Up New Possibilities
New Infrastructures Open Up New Possibilities 12 Lanes (proposed) “t JDS Uniphase
Slide 20: Changing Economics with New Technologies
Cost ) Changing Economics with New Technologies $/Gbps lucing the cost /managed bit Joying services more rapidly * JDs Uniphase
Slide 21: Transmission Opportunities
+ Transmission Opportunities te —— : Syups Uniphase
Slide 22: Metro Core and Access
Metro Core and Access solutions for Extends Reac! for, SONET and Ethernet ACCESS ENTERPRISE | mt JDS Uniphase
Slide 23: More Rapid Deployment of Services
Deployment of Services. Ri} JDS Uniphase
Slide 24: All Wavelength Switch System Applications
all Wavelength Switch System Applications All Optical Ring Interconnect ® Eliminate regenerators and % Allows easy transition to Me
Slide 25: Slide 25
Slide 26: Dynamic Gain Equalizer
Dynamic Gain Equalizer »» Provides controlled attenuation @}@ across the C or L band to compensate for power imbalance in optical fiber links =» Attenuation range: >10dB, Input Output Channel “) JDS Uniphase
Slide 27: A Truly End-to-End Network
A Truly End-to-End Network JDS Uniphase
Slide 28: Diverse Customer Base for Optics
Diverse Customer Base for Optics Display Markets
Slide 29: Diverse Customer Base for Optics
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 21 JDS Uniphase
Slide 30: Diverse Customer Base for Optics
Diverse Customer Base for Optics Decorative Markets ~ ; a JDS Uniphase
Slide 31: Commercial Lasers
Commercial Lasers Graphic arts and imaging Biotechnology Semiconductor processing Materials processing Defense 51 ss Uniphase
Slide 32: Preparing for the Future
mal Preparing for the Future $/Gbps wo Realignment Program cial Strength Cost “rps Uniphase
Slide 33: Re-engineering JDS Uniphase
Re-engineering JDS Uniphase Closing and Consolidating Operations ‘Apr 2001 Dee 2001 Jul 2002 Future re JDS Uniphase
Slide 34: Re-engineering JDS Uniphase
rat Re-engineering JDS Uniphase 21 JS Uniphase
Slide 35: Global Realignment Program
Global Realignment Program ‘Estimate ™ ups Uniphase
Slide 36: ERP platform
e ERP platform: 4§ JDS Uniphase
Slide 37: Strategic Operations — Operational Excellence
Slide 38: Reduced Operating Expenses
Reduced Operating Expenses (excluding GRP & Restructuring) $M eee -10% -12% 100 80 60 40 20 ° Q302 Q402 Q103 Mi scea =) Rad
Slide 39: Sizing for cash break-even
™ Sizing for cash break-even under $200M in el 40+% marginal profitability on sales increases
Slide 40: VSR and SR transponders
=» VSR and SR transponders ~» Datacom transceivers =» Advanced waveguide technology
Slide 41: +4
+4 JDS Uniphase
Slide 42: How Will Our Business Recover?
How Will Our Business Recover? » |nitial capital spending increases absorbed by inventories _ | JDS Uniphase ~ . a JDS Uniphase
Slide 43: How Will Our Business Recover?
How Will Our Business Recover? » 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 patt
Slide 44: How Will Our Business Recover?
How Will Our Business Recover? =» Over time, expansion follows capital spending patterns =» Markets return to growth “1 JDS Uniphase ~ : 44 JDS Uniphase
Slide 45: ay
ay JDS Uniphase
Slide 46: A Truly End-to-End Network
A Truly End-to-End Network JDS Uniphase