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To: 16yearcycle who wrote (120731)3/18/2001 12:39:44 PM
From: H James Morris  Respond to of 164684
 
Ek, when/if this market settles down I intend to cover JDSU shorts then go long.
>JDS Uniphase Inc. (Nasdaq: JDSU - message board; Toronto: JDU), which in the
recent past has seemed more occupied with toting up acquisitions than with forming a
corporate marketing strategy, is about to turn up the volume.
Next week JDSU will launch a major product and marketing assault at the OFC trade
show in Anaheim, Calif., where it will unveil 70 new products and launch a corporate
marketing campaign designed to streamline its message, according to JDSU officials.

The portfolio of products being launched at OFC will address all of the links in an
optical network, says Charles J. Abbe, president and COO of JDSU.

In an interview with Light Reading, Abbe declined to discuss individual products, but
he said two areas of promising development include 40-Gbit/s transmission and Raman
amplification technology.

The products being announced next week will address optical switching, network
monitoring, dispersion compensation, and dynamic gain equalization, says Abbe. JDSU
will demonstrate the products in a single, simulated, long-haul optical network on the
conference floor.

"We have a new theme this year around four axes, which include capacity, reach,
flexibility, and networking reliability," says Abbe. "On the capacity side at the simplest
level is broader channel count and channel spacing and pushing into the L band and
higher data rates. We will be pushing into 40 gigabits per second."

Important? For those interested in what the new JDSU will look like, yes. The
company just assimilated two gigantic acquisitions, SDLI and ETEK Dynamics (see
JDSU/E-Tek Merger Approved: No Surprises and JDSU: Less from More ). At best,
its corporate marking approach in the past has been decentralized and low-key, and
many have been waiting to hear the direction of the newly combined companies. The
company has also been hit with a slowdown in the telecom industry that has left many
analysts scratching their heads about where future growth will arise (see JDSU Cuts
Guidance Again ).

In the wake of the acquisitions, the company's been streamlining its sales and marketing
forces. The company now comprises two main groups, the Amplification and
Transmission Business Group; and the WDM, Switching, and Thin-film Business
Group. Last month, the company announced it was laying off 3,000 employees to cut
back expenses (see JDS Uniphase Announces Layoffs ).

The Amplification and Transmission Group, formed primarily around what was once
SDLI, is targeting lasers and long-haul components. It's expected to announced new
developments in Raman amplification next week.



To: 16yearcycle who wrote (120731)3/18/2001 12:46:44 PM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
Glenn, if you did 25% compounding for 25 years as you say, a store doing 30,000 would now be doing 8 million. Is this what you are saying?

Yes. That is what I am saying. There were a few years that grow was lower which was in the early 90s and also early 1991. However, the remaining years were always in the neighborhood of 25%.

Is that not pretty impressive?