JDS Uniphase (JDSU)
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JDSU Forum Topics
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- General Discussion on JDSU
- CIENA and Bookham: A Good Match? [view article]
- Ten Leading Nanotech Stocks [view article]
- Finisar Corporation: Beaten Down, But Will Not Stay Down [view article]
- JDS Uniphase: Fiber Optics Reflect Consumer Credit Crunch [view article]
- JDS Uniphase Breaks Away on Missed Q4 Earnings, Loss Widens [view article]
- Wall Street Breakfast: Must-Know News [view article]
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- Underdog Catcher George Putnam's Long and Short Picks - Barron's [view article]
- Wall Street Breakfast: Must-Know News [view article]
- 3 Tech Stocks With Serious Potential - Barron's [view article]
- JDSU Beats the Street, Sees Q3 In Line [view article]
loading ...Recent JDSU Articles
- Bookham Looks Too Good to Pass Up
- CIENA and Bookham: A Good Match?
- Finisar Corporation: Beaten Down, But Will Not Stay Down
- Optical Components Overview: Finisar and JDS Uniphase Corp.
- How Ciena Detonated the Communications Networking Sector
- JDS Uniphase Breaks Away on Missed Q4 Earnings, Loss Widens
- JDS Uniphase: Fiber Optics Reflect Consumer Credit Crunch
- Wall Street Breakfast: Must-Know News
- Earnings Preview: JDS Uniphase
- Ten Leading Nanotech Stocks
- Full List of Articles »
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CIENA and Bookham: A Good Match? [view article]
Sorry for being flip. Nom de Plum described it well. Unless vertical integration results in a unique benefit (like Infinera) then it is of no value in the existing competitive environment. Replyma
CIENA and Bookham: A Good Match? [view article]
yeah, yeah, heard it all before. GLW was supposed to be dead too. i still think it's just a matter of time before the FO sector comes roaring back. main concern is how much longer?i've been impressed with bkhm's product development. Reply
CIENA and Bookham: A Good Match? [view article]
Agree with Schmitt on this one. The advantage to being an OEM is you can play one desperate component/module player off of another to improve your margins. There is no reason that CIEN would buy BKHM. What would would happen to any revenue that BKHM sells to CIEN competitors. Likewise, the advantage to being an operator is you can one OEM off another to improve your own margins. Fortunately, CIEN has the staying power (cash) and R&D prowess of remianing relevant cycle after cycle. CIEN maybe not a bad pick here, but BKHM is burning cash. Your only hope with BKHM is a takeout which has been rumored for over 5 years. ReplyCIENA and Bookham: A Good Match? [view article]
reasons to be cautious on BKHM:-13.7% operating margin (ttm)
only 50mm in cash with -39mm levered free cash flow (ttm)
major >10% customer is Nortel who is selling off their optical business
major customer is Ciena who pre-announced weak sales
reasons to be bullish on BKHM:
amount of money lost each quarter getting smaller
some interesting product announcements
reasons why a systems company is unlikely to buy an optical company
a) systems companies all spun out their optical subsidiaries pre-bubble or during the telecom bubble
b) premise is to "realize public value" of these businesses
c) additional premise is to allow optical companies to sell to many different system vendors & carriers and therefore address a larger market. if the optical company is in-house then they can typically only sell to the in-house customer and not external
d) Ciena would rather buy from many suppliers than support the R&D for an in-house optics team
Reply
CIENA and Bookham: A Good Match? [view article]
I'll clearly admit I don't know the slightest thing about how this business works...but can you explain why "The last thing an equipment company wants is an optical company."?If Ciena, which makes network infrastructure hardware (among other things), and optical/wireless/wifi/... is the next wave, why wouldn't they want to buy a (cheap) company in this space? Reply
CIENA and Bookham: A Good Match? [view article]
You clearly don't understand how this business works.The last thing an equipment company wants is an optical company. Reply
Ten Leading Nanotech Stocks [view article]
There isn't a single company producing a product made from nanotechnology to date. Investing in the technology beyond shoveling cash for research is a speculators game. Your odds of payoff are better playing games of chance in Vegas or Atlantic City. If you have a good mind for numbers, I'd recommend Black Jack. Just don't get caught counting cards. ReplyFinisar Corporation: Beaten Down, But Will Not Stay Down [view article]
I have JDSU for ages. 7 years. It is good for long term. About 40 yrs. ReplyFinisar Corporation: Beaten Down, But Will Not Stay Down [view article]
thank you for the homework keep up the good job!!! ReplyJDS Uniphase: Fiber Optics Reflect Consumer Credit Crunch [view article]
@jackooo - I hope that is post-reverse-split! ReplyJDS Uniphase Breaks Away on Missed Q4 Earnings, Loss Widens [view article]
No plan in place that I am aware of. As mentioned many emails have been sent to the Board of Direcors without reply. ReplyJDS Uniphase Breaks Away on Missed Q4 Earnings, Loss Widens [view article]
Do you know if they're working on such plan? Isn't it a shame that a lot of directors think that their job description is to collect stock awards... ReplyJDS Uniphase Breaks Away on Missed Q4 Earnings, Loss Widens [view article]
This article, like many others, do a good job in describing where JDSU have been able to increase revenues. Unfortunately they overlook JDSU management’s inability to control SG&A Expenses. From the most recent SEC annual report filing”“2008 SG&A expenses increased 24% ($87.4 million) while revenues only 9.5%. In 2007 SG&A expenses increased 13% ($43.1 million) on a slightly increased revenue base of 16% ”
Many emails have been sent to the Board of Directors to look into this matter but have gone unheeded. For JDSU to survive and prosper it is imperative that the Board of Directors play an active role in ensuring that management is controlling expenses. A plan for reducing SG&A expenses should be put in place throughout the organization with specific amounts and target dates
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Wall Street Breakfast: Must-Know News [view article]
It seems that Citigroup plays dirty ever since Japan kicked them out for doing business there, and now they are after Wall Street brokers. ReplyJDS Uniphase: Fiber Optics Reflect Consumer Credit Crunch [view article]
My break even on this great company, JDSU, is $494.48. Reply