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Technology Stocks : JDS Uniphase (JDSU)
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To: Mehitabel who wrote (11893)7/26/2000 8:19:15 AM
From: DownSouth  Read Replies (2) of 24042
 
there is precedent for concern about too many/too large acquisitions too soon. The example that comes to mind is CPQ

Mehitable, comparing JDSU aquisitions of late with CPQ's acquisitions is a real stretch. JDSU is buying viable, profitable complementary competitors. JDSU doesn't even need to integrate these companies for them to be effective in their own right.

CPQ, othoh, was facing shrinking PC margins, incredible competition, and bought, first, Tandem--a troubled company with only IPR as a valuable asset. Then DEC, a troubled, bloated, politically crippled company in serious need of repair.

JDSU and its new children are in the mainstream. CPQ and the companies that it bought were all in trouble when the purchases occurred.
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