SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : JDS Uniphase (JDSU)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pat mudge who wrote (12983)10/11/2000 12:55:32 PM
From: t2  Read Replies (2) of 24042
 
Pat, Saw Bob O'brien on CNBC link weakness at Lucent to JDSU. I can't believe some of the sources these people have. It did not occur to him to mention that Lu's strongest business was Microelectronics unit (semi and fibre optic components). When a company as bad as Lucent has this bright spot, you can get the independent component makers like JDSU/SDLI are doing really well.

I think they should have read a few of the research reports this morning before trying to make the connection. I bet Ciena and others are getting a bigger chunk from JDSU. It could also mean those players with smaller inhouse component capabilities (like CIEN) could put a bigger demand on JDSU.

I am still taking JDSU's need to increase authorized shares from 3 billion to 6 billion as a good sign. They don't need the shares for the SDLI deal. All evidence points to a booming business and a possibility that the company will blowout earnings. The ETEK/JDSU supply agreement prior the merger might also be kicking in now---ie. the post merger synergies.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News