Viavi Solutions Inc. · NASDAQ:VIAV
Viavi Solutions — JDS Uniphase — Investor Presentation (February 2003)
51 slides from Viavi Solutions's investor presentation, Feb 5, 2003
Slide 1: JDS Uniphase
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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 “)sps Uniphase
Slide 4: Unbridled Optimism
Slide 5: Deep Pessimism
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Slide 6: Deep Pessimism
Slide 7: Realistic Optimism
4H Realistic Optimism a] JDS Uniphase
Slide 8: Realistic Optimism
Slide 9: The Internet Today
/{ The Internet Today
Slide 10: An Industry in its Early Stages
An Industry in its Early Stages ra JDS Uniphase
Slide 11: Content and Demand Drive Long-Term Growth
Slide 12: Slide 12
Slide 13: Imagine a world without ...
Imagine a world without ... - 1 JDS Uniphase
Slide 14: Imagine a world without ...
Imagine a world without ... eering collaboration field exploration) = 4 JDS Uniphase
Slide 15: Imagine a world without ...
Imagine a world without ... - 1 JDS Uniphase
Slide 16: Imagine a world without ...
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Slide 17: Imagine a world without...
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Slide 18: a
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Slide 19: WiFi (Wireless Fidelity Technology - 802.11b)
WiFi (Wireless Fidelity Technology - 802.11b) LIBRARY 454 Ds Uniphase
Slide 20: Broadband Household Penetration
Broadband Household Penetration U.S. Households » & » 3 SSS S155: Subscribers (in millions) S 2000! 2001! 20027 51 ss Uniphase
Slide 21: Internet Traffic for North America
Internet Traffic for North America
Slide 22: Internet Traffic for North America
Internet Traffic for North America 93% of bandwidth usage is generated by broadband users
Slide 23: New Infrastructures Open Up New Possibilities
New Infrastructures Open Up New Possibilities 12 Lanes (proposed) me JDS Uniphase
Slide 24: Changing Economics with New Technologies
Changing Economics with New Technologies Sd lucing the cost / managed bit ploying services more rapidly eu tivity 5 Capacity Cost 421 JDs Uniphase
Slide 25: Transmission Opportunities
Transmission Opportunities 7 Gigabit Gigabie Gigabit Ethernet Ethernet Ethernet Transceiver . Aggregation Aggregation ra JDS Uniphase
Slide 26: Metro Core, Access, and Enterprise
Metro Core, Access, and Enterprise Ideal Access solutions for Wavelength Service Extends Reach for SONET and Ethernet Services: LightAmp/Srightamp Single and Multi-Channel EDFA Amplifier paceerereos LONG HAUL Media Conversion ( ae] JDS Uniphase
Slide 27: Deployment of Services
Slide 28: Wavelength Switch System Applications
Slide 29: More Rapid Deployment of Services
|! More Rapid Deployment of Services
Slide 30: Product Development Priorities and Trends
Product Development Priorities and Trends ® Focus on metro, access, edge, and enterprise Increasing integration of components, electronics, and software control Module and subsystem solutions [ such as our Network Ready Produ ty aa8 ACCESS LONG HAUL a JDS Uniphase
Slide 31: rt | derket
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Slide 32: Building on our optics technology to address other markets
Building on our optics technology to address other markets a JDS Uniphase
Slide 33: Display Markets
Display Markets 421 JS Uniphase
Slide 34: Security and Authentication Markets
Security and Authentication Markets Optically Variable Pigments protect bank notes in 90 countries representing over 60% of the value of world currency a JDS Uniphase
Slide 35: Decorative Markets
Decorative Markets 421 JDS Uniphase
Slide 36: Commercial Lasers
Slide 37: Preparing for the Future
}) Preparing for the Future Cost ad wo” Realignment Program incial Strength Capacity aa JDS Uniphase
Slide 38: Re-engineering JDS Uniphase
Re-engineering JDS Uniphase losing and Consolidating Manufacturing Operations ‘Apr 2001 Dee2001) jul 2002 Future rae JDS Uniphase
Slide 39: Re-engineering JDS Uniphase
Re-engineering JDS Uniphase Reducing Global Workforce Feb 2001 Jun 2007 Jani2002 Jul 2002 ‘Oct 2002 Jan 2003 a JDS Uniphase
Slide 40: Global Realignment Program
Global Realignment Program ‘Estimate ma] JDS Uniphase
Slide 41: 320,000 sqft facility in Shenzhen, China
® 320,000 sqft @ 150.9001 cé i P platform L > a ity in Shenzhen, Ching d
Slide 42: Supplement R&D programs
= Supplement R&D programs | Add to products and technologies to complement portfolio > Seek attractively priced opportunities
Slide 43: Expanding Opportunities in Authentication
Slide 44: Addressing Metro, Enterprise
Addressing Metro, Enterprise =» VSR and SR transponders =» Datacom transceivers =» Advanced waveguide technology / ‘4 JDS Uniphase
Slide 45: “4
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Slide 46: How Will Our Business Recover?
§ How Will Our Business Recover? increases absorbed by inventories rat JDS Uniphase
Slide 47: How Will Our Business Recover?
How Will Our Business Recover? 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 patterns é rat JDS Uniphase
Slide 48: How Will Our Business Recover?
How Will Our Business Recover? follows capital spending patterns =» Markets return to growth rat JDS Uniphase
Slide 49: End-to-End Product Portfolio
End-to-End Product Portfolio Ne Myer 94¢ ser el. ad zi ; rae JDS Uniphase
Slide 50: Enterprise
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Slide 51: Recovery
Recovery a} JDS Uniphase