Exhibit 99.3
[Slide 1]
ROHN INDUSTRIES, INC.
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Conference Call Presentation
September 18, 2000
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[Slide 2]
CONVERGENCE OF WIRELESS VOICE AND DATA
One Billion Wireless Phones Will Be Internet Access Devices by 2003
Graph*
Internet
(Fixed &
Fixed Mobile Mobile) Mobile Internet
----------------------------------------------------------------
(millions)
1996 700 125 50 0
1998 780 200 150 0
2000 850 400 275 25
2002 950 600 475 100
2004 990 1,000+ 990 340
* Graph values are approximations.
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[Slide 3]
STRONG FINANCIAL MOMENTUM
Bar graph illustrates sales growth and EPS growth;
o 78% sales growth[*]
o 175% EPS growth[*]
* lst Half 2000 vs. 1st Half 1999 results; excludes non-recurring items
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[Slide 4]
FINANCIAL ESTIMATES
Sales Estimates
- $230 million in 2000 (62% increase from 1999)
- $300 million in 2001
Increase international sales from 16% in 1999 to 30% of total
sales by 2003
Operating Earnings Per Share Estimates
- $.35 - $.38 in 2000 (88% to 104% increase from 1999)
- $.47 - $.52 in 2001
Earnings exclude non-recurring items
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[Slide 5]
PROVEN AND FOCUSED GROWTH STRATEGIES
Expand turn-key proprietary service and product offerings in the fastest
growing sectors of telecom industry
Major customer growth
Focused international growth
Leverage earnings on sales growth
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[Slide 6]
VALUATION
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METRIC ROHN 02WIRELESS
Sales ($ millions in '99) $142 $49
Operating Profit ($ millions in '99) $14 $1
Employees 725 641
Subcontractor to ROHN Yes
Turn-Key Service Offerings Yes Some
Pure Play In Telecom Yes Yes
Intl Sales (% of total rev in '99) 16% 2%
Market Value ($ millions) $216 $474
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[Slide 7]
WHY INVEST IN ROHN
Continued high growth expected in broadband, fiber optic and wireless
telecommunications
Proprietary single-source services and products in fastest growing sectors
of the telecommunications industry
ROHN is pure play in telecommunications infrastructure
Proven growth strategies and track record
Significant international growth opportunities
Strong financial momentum
Value opportunity
