Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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) -- Ignore unavailable to you. Want to Upgrade?

To: Andy Yamaguchi who wrote (19304)	3/8/2001 3:28:08 PM
From: pat mudge	Read Replies (2) \| Respond to of 24042

Andy -- You were right about slow-downs, but it's unfair to say JDS didn't warn investors. On their last quarterly call they downgraded estimates from 12% seq to 7 to 10% sequential. After the merger was complete, they guided down once more: Sales in the March Quarter will be at or above $1B and EPS at $0.17. FY ends in June and will see $3.9B in sales, and EPS of $0.74. This includes combined companies, elimination of Zurich, and elimination of JDS as customer of SDL. No income from NT stock. Earlier had said visibility was cloudy. That remains today, either the same or less favorable. This has been factored into our guidance. September quarter are below earlier guidance. But sequential growth will exist. Joint company will have increased R&D. FY’02, still too early to predict entirely. At this point we see sales of $6 Billion. You can calculate EPS based on current gross margin guidance. Even though there is uncertainty among carriers, demand is projected to increase, including demand for optical components and modules. This will be evident in second half. Then this week they lowered estimates yet again: dailynews.yahoo.com Estimating $925M for the quarter vs. $1B earlier expected. >>>>>>>>>> They are still the sector leader and when the market climate improves, they'll get the respect they deserve. It's anyone's guess when that'll happen, though some are saying second half. Pat

To: Andy Yamaguchi who wrote (19304)	3/8/2001 9:01:50 PM
From: Tunica Albuginea	Respond to of 24042

Andy Yamaguchi, I want to give you the benefit of doubt. Thus I will apologize to you for doubting the veracity of your posts about layoffs at JDSU. Message 15138684 Because even though while on the one hand I cannot be 100% sure that indeed you where telling the truth and did not just make it up for example to help you short JDSU, on the other hand you could have been truthful. And so since I am not 100% sure that you invented this, I will give you the benefit of doubt and apologize. If you have any other insider information please let us know. It would also help if you have any links, thanks TA