how would he know?
jdsu has a history think along the line of failure once again.
Success???? VERY hard to believe in. But misstep after misstep is the corporate motto.
And wouldn't it be just about right... when jdsu no longer controls "the part" - some one else will make a success out of it.
I would say the market wants FNSR to buy a part of JDSU's business sooner rather than later.
jdsu is listed as a hold.
Once again most think jdsu will lose market share to these two.
Thank goodness jdsu sells lasers. It is just weak sales in EVERYTHING ELSE that is holding this poorly run company back.
Bound to Siege Perilous...suffering from Tetrakaidekaphobia...the proverbial Elephant of the Bastille!!!
There needs to be real accomplishments for management to get options packages.
It isn't enough for them to do a poor job and get paid additionally with options.
Real progress. Not just showing up or going bike riding.
The awards have to be "niche" awards.
jdsu is the team where everyone gets an award. The awards mean nothing. jdsu history, "The more awards the smaller the sales."
No one is fooled by these awards except the jdsu employees. They seem clueless. All of jdsu employees' mommies must have been constantly patting them all on the back and tell them how exceptional they all were.
Remember jdsu had one of the biggest write downs in history. All confidence but nothing to back it up,
Overall I agree with you. While JDSU is winning all the awards then why do their top competitors such as Finisar, IPGP Photonics, Netscout, etc. walk away with the sales contracts. It really begs the question as to how relevant these awards are. IMHO breaking up the company is a good idea. The combination of the T&M and Fiber Optics businesses may have made sense back in 2005 when they acquired Acterna but quite frankly it just hasn't worked out. Unlike their top competitors revenues have been a major disappointment.
Pas, As you know I've been trading JDSU since 1999. Mostly tough times with a few good times thrown in.
A chart like the one I asked you to run, sure helps keep things in perspective.