Thu, Oct 2, 2014, 8:10 AM EDT - U.S. Markets open in 1 hr 20 mins

Recent

% | $
Quotes you view appear here for quick access.

JDS Uniphase Corporation Message Board

  • rock12077 rock12077 Sep 30, 2005 7:01 PM Flag

    A must read from the 10-k

    On an ongoing basis, our gross profits continue to be challenged by strong and uncertain pricing pressures across our portfolio, shifting mix from our generally higher margin CCPG products to our lower margin CPG products, systemic internal execution and supply chain management concerns and under-utilization of our facilities. Many of our newer products, such as ROADMs, optical switches, and high speed transponders are encountering significant yield, performance and delivery problems. In addition, our CPG products are frequently dependent upon one or more sole-source parts vendors, which are often small enterprises with scale and financial concerns. All of these �execution� issues have negatively impacted and could continue to negatively impact our gross profit. We expect gross profit pressures to remain for the foreseeable future and in particular expect pricing pressures, product mix, factory under-utilization, factory transitions, and new product issues to create variability in our gross margins. In the foreseeable future, actions designed to improve our gross margins (through product mix improvements, cost reductions associated with product transfers and product rationalization, and yield and quality improvements, among other things) will be a principal focus for us.

    Sell While you can!!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Read entire report don't be selective.

      i read this 10 times: "we do not believe
      this will have a material impact impact
      on our finacial results."

      • 1 Reply to avtx2003
      • You said:
        "READ ENTIRE REPORT DON'T BE SELECTIVE.

        I READ THIS 10 TIMES: "WE DO NOT BELIEVE
        THIS WILL HAVE A MATERIAL IMPACT IMPACT
        ON OUR FINACIAL RESULTS."

        You must be from Egypt, because you are truley living in "DA NILE." Wake up and smell the frigging coffee!!!! JDSU will be going down on this news, and deserves to go down hard.

    • From the 10-K

      "On an ongoing basis, our gross profits continue to be challenged by strong and uncertain pricing pressures across our portfolio, shifting mix from our generally higher margin CCPG products to our lower margin CPG products, systemic internal execution and supply chain management concerns and under-utilization of our facilities. Many of our newer products, such as ROADMs, optical switches, and high speed transponders are encountering significant yield, performance and delivery problems. In addition, our CPG products are frequently dependent upon one or more sole-source parts vendors, which are often small enterprises with scale and financial concerns. All of these �execution� issues have negatively impacted and could continue to negatively impact our gross profit. We expect gross profit pressures to remain for the foreseeable future and in particular expect pricing pressures, product mix, factory under-utilization, factory transitions, and new product issues to create variability in our gross margins. In the foreseeable future, actions designed to improve our gross margins (through product mix improvements, cost reductions associated with product transfers and product rationalization, and yield and quality improvements, among other things) will be a principal focus for us."

      Does this kind of information warrant a price rise from JDSU's recent price rise from $1.50 to $2.22 a share? I think not.

 
JDSU
13.15+0.35(+2.73%)Oct 1 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.