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That said, I just hope both relatively quickly get acquired. There's no more JDSU name anymore, so why bother continuing to try to punch out of the paper bag they stepped into.
Yeah, that's were I plagiarized the moniker from... I thought the Black,Red, and white logo was quite artistic.
Net +0.03 cents. It's been flirting with 11.40 the past few days. One day soon, we be back up to $16+ overall, if new products gain market share, or else it's the showers for both sets of management. No way they can excuse any more flat performances after so many incantations guaranteed to work, this time. The split is supposed to immediately improve, not require more re-arranging of deck chairs. If they're still drowning at the November CC, Board needs to roll some heads and find fresh leadership.
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---- what stock trades 35.8 million and only goes up .03 (+0.27% )
I don't know any except this POS.
GLTA. $11 and change is pretty sombering, going into earning next week. Hope management announces improving revs like Juniper did, and not a lump of coal with a card attached saying to be patient.
We'll see if Lumentum and Viavi can sprout some new growth and attract a ramping selloff price.
I myself am praying my Jan 2016 options recover on good news. Not a good way to invest (prayer).
I am one of your fellow bag holders who bought this POS many years ago at $22+. Sold some calls on the way. I am not sure what my exact cost basis is. I am really #$%$ with the management of JDSU. I was holding on in the hope of a buyout or improved stock performance. My bad.
Now the question is, do we sell this POS before the spinoff or wait after the sponoff?
Being able to sell components into Huawei can't hurt either. Nice to be able to sell volumes indirectly into China without risking counterfeit, for now.
Finisar has been sagging significantly since it's conference call, even after announcing in line with current quarter estimates and guiding to the midpoint of
analyst extrapolations for next Q.
Oclaro indicating 100G transceiver and component market is ramping.
There's a growing market for some products that perhaps somebody can successfully go toe-to-toe with Finisar, starting with JDSU 100G products, or better derivatives thereof, for the money. Quality at low cost is an unbeatable combo.
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JDSU no longer shows technological leadership in any of the optical component categories. Finisar ate their lunch at 10G and Cisco pulled the plug on high speed with CPAK. So I can't see Finisar wanting to put much premium here.
JDSU's best bet is to get some attention from Avago since its anticipated that it will spin out its component group in the near future. Since Avago is pure play datacom, it might have more interest in Lumentum than Finisar. Time will tell.
I wouldn't say excited, just hopeful that we get off Death Row with a pardon by Finisar and TBD with plenty of time to spare. Buyout at a fair price in a recovering telecom environment. Rank and file were stifled by an off target business strategy.
They might do a 1-5 reverse split when JDSU morphs into Viavi. JDSU has about 235M shares for a $11 stock. When they chop the conjoined babies in about half, it does seem odd to leave Viavi priced at around $5.50 and have Lumentum kick off at around $27.50
I hope they chop longitudinally to separate and not laterally and thereby killing both off.
Their corresponding answers to those questions:
Tom Waechter - President and CEO
Yes, obviously we haven’t been getting the top-line growth overall for the business. So that’s one of the main focuses. And as you saw probably in the package that went out with the earning slides, we are seeing quite a bit of growth in the deferred revenue and backlog for the -- the growth section of SE. So we expect as we look out in time, does that start contributing more to the revenue line. So that will definitely help because we've been making pretty heavy investments in those areas. As well we have the $50 million net of cost coming out of the business structure, combination of about $8 million for Lumentum and the rest coming out of Viavi. So that will help. But I think you can see the leverage in the model. The main thing is getting that top-line growth and I think we're well aligned in those areas where we believe that the operators and the data center folks, hyperscale guys are going to be spending money.
Tom Waechter - President and CEO
Yes, so as I mentioned and again showed in the slides, we have a large tier 1 customer in North America that has cut back their spending significantly. It's down about 30% approximately. So if you take that out, we're up in NE about 2.6% or approximately 3%. So not the growth rate we want to see there, but we are seeing growth in other customers and we are diversifying. And I think also the steps we're taking around virtualization of the instruments, what we call evolved instruments, tying those into the cloud and then those being grouped into our overall platform as instruments is going to also help with the sales. But we don’t see that as a high growth area, but we have been seeing degradation there, especially around that largest customer. If that picks back up that will be beneficial. We're not planning on that right now. Again, we're looking at how do we grow in other areas as we move forward.
Alan Lowe - EVP and President, Communicat
My problem is that I expect companies to do things that make sense to me. That are straight forward and "clean." That is my problem.
Thanks for your thoughts.