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 : Oclaro, Inc. (Avanex-Bookham) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn Petersen who wrote (2237)	8/21/2008 12:02:58 PM
From: FJB	Read Replies (1) \| Respond to of 2293

Doink! JDSU Hits Capacity Ceiling AUGUST 21, 2008 JDS Uniphase Corp. (Nasdaq: JDSU - message board; Toronto: JDU) says demand for certain optical products is exceeding its production capacity, echoing a similar complaint from Bookham Inc. (Nasdaq: BKHM - message board; London: BHM). JDSU's news came out during last night's quarterly earnings call, where the company missed its fourth quarter earnings expectations by four cents per share. (See JDSU Reports Q4 and JDSU's Down.) "There are certain product lines such as ROADMs [reconfigurable optical add-drop multiplexers] and tunables where the forecast had been rising faster than the increased capacity that we'd been building," CEO Kevin Kennedy said on last night's earnings call. Hence, $10 million in revenues have been "scheduled into fiscal Q2 despite the fact that customers have asked for it earlier." More: lightreading.com