don't attack the guy if you don't agree with him, just ignore him. It has been my experience that when threads do this they go down hill fast~ bickering, fighting, taking sides, cliques form, etc...
Basically, I agree. However, there's a difference between disagreeing with someone's opinion and taking issue with his or her duplicity. Even so, any disagreement can be handled with courtesy and add to the strength of the thread.
It's the week-end and I'd like to spark some discussion.
Fiber optics as a sector is both the cause of disruptive change and the victim of those changes. Victim, in that growth is so explosive every company involved must make dramatic changes: acquire, merge, hire, expand, train, re-locate --- whatever it takes to meet customer demands. Not only must companies make these changes, they must plan for a future they can only faintly imagine.
JDSU is in the center of this revolution. It's been bold in acquiring and expanding. And it's not over. Probably only begun.
The Lucent announcement a few weeks back was a wake-up call. Their alarm clock may have gone off a bit late, but once a giant is awake, it's pretty certain it'll crack open the safe and start spending like there was no tomorrow to catch up.
I would like to think JDSU will remain the leader. I'm probably one of the longest longs here and I'm not about to change. On the other hand, I'm not about to pull out my pom-poms and pretend the last touch-down's been won.
There's been a lot of talk about SDLI being a merger or acquisition candidate. What will happen to JDSU (the stock) if/when the announcement is made? Will it depend on who the partner is? What if it's someone like Corning or Lucent or Alcatel? Will the combined strength throw fear into shareholders?
I'm writing all this because I'm concerned. I also own SDLI and something tells me I'm going to be holding both ends of the stick.
What do others think? Have you given it any thought?
Admittedly, these are short-term concerns. Long term JDSU is not going to be threatened. I won't sell my core position --- not even temporarily. I just want to study the edge of the cliff to see what's there.
For those who know the companies I mentioned, what are the synergies with SDLI and how would any combination affect JDSU?
Pat |
