JDS Uniphase Corporation Message Board
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The settlement with the picochip is the only decent thing our CFO has done since he arrived. He still needs to redeem himself for going to loan sharks to get financing for the acquisition. When the stock was $7 had he done a secondary at $5 we would not have been in the mess we are today and the investors would have jumped at the opportunity to get in on the deal.
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If Barrons thinks this is a $25 stock then it is still too expensive by their PE standards and it should be a $6 stock. Barron is just another opinion in the sea of opinions on this stock, none more wise than the other, but the fact is market is paying $27 for FB and it is growing revenue at a 30% rate.
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RSU's are an entitlement in this outfit. There is no performance just entitlement.
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With CFO and CEO gone, who has the fudiciary responsibility to the shareholder?
by alteonwins •May 3, 2013 3:04 PMWho in BOD?
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Any ideas who looks out for the shareholders for this company?
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Buyout rumor is another ploy for management to dump RSUs
by alteonwins •May 1, 2013 12:32 PMAs history suggests, you will likely see massive selling of RSU's by insiders in the next 2 weeks. These idiots all feel they are entitled to cashing their RSU's right after the earning announcements. I long for the day that we gave away stock options.
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They need to execute with what they have, this buyout garbage does not cut it.
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It is funny just a few weeks ago he was still saying that the wireless business is a billion dollar market. Now he is saying the market is not developing as expected...
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Why is so one scared of this earning release?
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Do you trust the management enough that they would not sell the drug to a consortium formed by the management and other sharks and leave AFFY with all of the liabilities?
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may be this is a seasonal thing...
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April 1st tweet.
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Because Telcos lied to them about the size of the market, just to get them to develop it for the for free. How else can anyone jusfity the development cost of a $200 small cell?
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Shoot, sorry about the err in order of magnitude. It is much worse than I could imagine...
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JDSU tweeted the most realistic number: 500,000 small cells will be deployed by 2015. Assuming mindspeed holds on 25% of the market that is 125000 chips by 2015 at $50 chip that is a total revenue of $63M over next 12 quarters. Roughly $5 million a quarter. This is the baseline if they do any better than $5M a quarter that is a surprise to the upside.
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Sorry, you are right. Light reading is finally coming to the reality that there is not a big market for this stuff. Telco's are not big spenders, when it comes to hardware.
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I put them on the right path by not being a cheerleader for the stuff that are pipe dreams. This is a business and needs to be run like a business. I also recommend you stop pumping, because all that does is help trades and not investors.
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I am a long term share holder and I am not phased by these minor stock fluctuations. I have never lost money in MSPD, I just want to make sure they don't go out of business chasing pipe dreams. For Small cells, the only ray of hope is cisco buying of ubiquisys, may be they can sell to enterprise and have the enterprise force Telcos to allow the installations of the small cells. I won't hold my breath, because that is a big hurdle. But enough about small cells MSPD has 2 other businesses that are strong and address a half billion market and they need to focus on those.