Morningstar Analyst Note: 08-02-07 "We are placing our fair value estimate for JDS Uniphase under review while we re-evaluate the firm's narrow moat rating...
... So, what do people here think? Is it time to sell out and forget about JDSU? This group suposedly has over 1630 members, but I see very little discussion...
Sorry, but I try not to sell on lows. The only time that I will sell on a low is when an earnings warning is given. Then I am back in after 30 days to take...
We are several years into the downturn and (slight) recovery. JDSU went into this downturn better positioned than any other company. They had a ton of liquid...
I think it's a classic analyst game of bash it down low so it can be bought on the cheap. Won't shock me one bit if it comes back nice - not that it will be a...
I totally agree with you, but I was told that I was wrong and Kennedy was great. With different management who knows where it would be today. Kothesa ...
Guys, I have been a Long Term Investor of JDSU but frankly very tired & do not see this stock going anywhere except down. I do not see this stock ever going...
Cathi; Thanks for the information. Could you provide some of your keen analytical iterpretation that most of us on this board admire. I myself am not quite...
Hi Mike: Sorry about the delay in responding to your request; but, as you can see, your post from August 1st just got posted this morning (perhaps Cypress has...
Hi Cathi, What is your view on Optium at the current share price level ? Is it attractive despite the fact that you expect they would face more future...
Hi Jon: I would expect some snapback in Optium's share price just based on recovery in the overall market in addition to some recovery from the specific...
8-14-2007 Morningstar's latest JDSU report excerpt: "JDS Uniphase is the leader in the fiercely competitive optical equipment industry. While the outlook for...
Hi Cathy; What is your current re-entry price for EMKR? It has pulled back a bit and may be worth adding. Mike Cathi <Cathi48@...> wrote: Hi Jon: I would...
Mike: This credit panic and the underlying mortgage market meltdown are likely to have spillover repercussions for the overall economy that I am not sure have...
http://networking.seekingalpha.com/article/45444 JDS Uniphase Forecasts Growth Despite Telecom Ups and Downs Posted on Aug 23rd, 2007 with stocks: JDSU Tiernan...
Soft, I decided to answer your question here because this forum has no length limitation...:-) _______________________________________________________ Soft: ...
Cathi, Thanks for your excellent summary of the CC. 'Relieved but not enthralled' probably sums it all up perfectly...to tell the truth I was quite happy with...
Hi Steve: JDSU's management isn't the problem and never has been. Kennedy's team took over a company with plunging revenue during a telecom industry collapse....
Here are a few excerpts from Kennedy's presentation yesterday at the Citigroup Technology Conference. _____________________________________________ "Question...
http://www.ft.com/cms/s/0/5bcec780-6545-11dc-bf89-0000779fd2ac.html Credit squeeze hits buy-back schemes By Francesco Guerrera in New York September 17 2007 US...
OVUM Market Alert: 2Q07 global OC by Daryl Inniss , Tanya Harris 18 September 2007 Preliminary results indicate that global optical components (OC) sales were...
Before I get into the slides, which will be short, I want to make three points which I believe are the takeaways. The first is that for the past four years...
