JDSU was positively mentioned yesterday at investor's forum in San Diego by Arun Veerappan, semiconductor and communications analyst for Robertson Stephens.
To Mariner, Tekboy, Unq, LB and all the others on this thread who have been so helpful since I've been reading posts over the past few months...Thank you.
Thought you might be interested in some of Arun's comments re. JDSU. (Please keep in mind I am not technically oriented.) He gave the big picture first: (1) Communications is the growth engine of the semiconductor industry, displacing the computing sector. And, (2) Optical IS the Internet Age...DWDM is the key bandwidth enabler (positive mention JDSU here with "first optical breakthrough--EDFA").
He discussed wireline sector (as opposed to wireless sector) and warned to be wary of "everything closest to the user, ie., modems, computers, because there is big unit volume but short product life. He favors the wireline core, deep inside the network--small unit volume but long product life-cycle and high profitibility. Here he likes JDSU, PMCS, CNXT.
He described JDSU (along with PMCS and AMCC) as an internet age Emperor. An emperor, he says, "initially dominates one market. Then it leverages its strength to enter adjacent markets and dominates...A company moves from a kingdom to an empire as it captures more (territory)." Re. the announced OCLI acquisition, he says the combination is "excellent" and that JDSU is "landgrabbing technologies needed to play in this arena five years from now."
A question: If JDSU is an Emperor is it also a Gorilla or still a King?
Again, to all, thanks for your wonderful posts.
--Joanne |
