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JDS Uniphase Corporation Message Board

  • alan.1010 alan.1010 Mar 26, 2013 5:40 PM Flag

    I see a few reasons Martin

    JDSU trades at approx 20% discount to its peers, selling for approx 20 times 2013 earnings.
    Customers have been drawing down their inventories of optical components since the beginning of 2011, Inventories are at their lowest levels in three years. Telecom must spend again
    AT&T recently announced it would increase its capital expenditure budget.
    Deutsche Telecom upped its capex budget
    Verizon's has new initiatives
    Softbank invested in Sprint so they have cash to upgrade their network
    JDSU doesn't just sell optical components. Almost half their sales from test and measurement equipment for wireless and wire-line networks. This is a higher margin business than the optical side, Test and measurement correlates with North American carrier budget. When carriers spend money on their networks JDSU's test and measurement makes money. Also JDSU has new products to win share in the 4Glte wireless infrastructure market..

    That's a few reasons why I feel JDSU will be $20 soon Martin.

    Please tell me a few why you feel it will be $12 in May.
    Your thoughts will be appreciated.
    I hope mine were.
    With respect.

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