River, I have great respect for your postings here. And I agree with you 99.99999% of the time.
Let me ask you a question. I does seem to me that splitting into 2 companies is a farce ment to extract more money for management. It is a drain of effort that... will create (1.)"the new streamlined, tax optimized, cashed up, debt free company will be significantly more appetizing for a take over than in its present condition. (2.)At the same time JDSU CCOP president is already talking about being more agile and in a better position to make acquisitions."
If they are going to make themselves more appetizing for a take over than in my view they would be better to sell presently. Why put all that additional money into making it more juicey for others. It will be more money that they will not get back. Just like all the research and development money for gesture recognition.
2.) They have stated that they are pretty secure with all the past acquisitions. They buy, buy, buy and never seem to really get this to pay off. So we are back years ago with the Light Engine fiasco. Got all the awards but none of the sales.
What??? Another highly touted jdsu tech virtually shriveling up?? I remember questioning this split from MS. And many were calling me a crybaby. Well, here we are.
It reminds me of when my city put a elevated highway over our city. They sold it as wonderful opportunity for the businesses that were going to be "flownover." When I questioned how this is so good, I was told I wasn't able to understand the fine points of this thinking. By the way those businesses under the flyover are gone.
Kinect breakup with MS was put forth like that too if I remember correctly. It will be good for business. So who is supplying the gesture tech now? We know it isn't jdsu. What a surprise. I wonder if jdsu recouped their research and development costs?
Something stinks here.
vinny I have stated my position here many times. You need to brush up on what is going on. And since you are so clueless I will put you on ignore!!
blake I don't agree...
jdsu has value if they sell their businesses.
If present management keeps control than I agree with you.
Value is only possible if management gets out of the way.
On Dec 5, we issued an updated research report on JDS Uniphase Corp. (JDSU - Analyst Report). The results On Dec 5, we issued an updated research report on JDS Uniphase Corp. (JDSU - Analyst Report). The results were well supported by an improved spending atmosphere and increased strategic investment by carriers and enterprise customers.
JDS Uniphase delivered positive earnings surprises in the last four quarters, with an average beat of 43.16%. The company also reported better financial results in the first quarter of fiscal 2015 with both the top and the bottom line outpacing the Zacks Consensus Estimate.
A strong product line-up coupled with the acquisition of Trendium, Network Instruments and Arieso are likely to act as tailwinds going forward. Moreover, higher Internet usage and associated applications have spurred demand for components and modules used in 3G/4G high-speed communication networks, likely to benefit JDS Uniphase in the long run.
Recently, JDS Uniphase teamed up with a leading manufacturer of machine tools for metal fabrication – Amada – to build a new direct diode laser (DDL) that will offer up to 2 kilowatts of output power. The company has also developed its Location Insight Services (LIS), which will open up significant sales opportunities for large mobile operators.
Despite witnessing an increase in revenues, the company continues to report losses. Moreover, the Network Enablement segment’s revenues declined 8.5% year over year while Optical Communications revenues within the Products segment dropped 5.2%. Further, the overall book-to-bill ratio was less than 1 in the reported quarter.
The ongoing global economic fluctuations may significantly affect the prospects of JDS Uniphase. Moreover, the consolidation trend of wireless networks and data centers will aggravate the situation. The optical component industry is highly cycli
dell go over to AMZN and see what after hours is doing. That is what I was hoping against hope for jdsu. But jdsu, well, I won't bore you.
same old story
pent up demand
was in the past just around the corner, next quarter except now it is 2-3 quarter out.
jdsu is a real loser. plane and simple. Loser
Sounds like they are losing business.
dell_ for your good health put me on ignore. AS far as jdsu reports we will know in a bit. Wish us all well. I know you think I am short but I am not.
And I am making a fool of myself? Well let's see if management pulls a real rabbit out of their hat instead of smoke and mirrors. We will see if they finally have real organic growth. We will see if they are in relevant markets. We will... blah, blah, blah, you know the rest.
Good luck!!! It's minutes away.