JDS Uniphase Corp (NASDAQ:JDSU)

CAPS Rating: 3 out of 5

The Company is a provider of communications test and measurement solutions and optical products for the telecommunications industry, which includes service providers, cable operators and network equipment manufacturers.


Player Avatar daddycswhite (43.81) Submitted: 2/17/2011 3:47:47 PM : Underperform Start Price: $26.65 JDSU Score: +100.87

This is the EXACT same stock and company as it was 6 months ago and a year ago. Same people moving the same chess pieces they've been moving for a long, long, unprofitable while. The fiber optics business, the only segment that is supposed to be profiting from this forecasted massive demand for bandwidth, has been commoditized for a long while and is a flat out unprofitable business from a gross margin standpoint. Thus, even if you grant them a large increase in revenues, which is NOT a given, you STILL have to see them find a way to cut expenses above and below the line, a set of actions they've never been able to pull off...SO WHY DOES ANYONE THINK THEY'LL BE DOING SO NOW, OR GOING FORWARD?
This stock will be back to under five dollars as soon as the telecom/optics pumpers get exposed, and investors start doing some FUNDAMENTAL analysis rather than technical. They've been BARELY cashflow positive for a short time, so again, why does anyone expect anything but the same. There's been no change in their products, no acquisitions, no divestitures of nonprofiable channels, so the idea of JDSU returning to earth is just a matter of when the lustre rubs off this industry...and JDSU is one stock that will PLUMMET.

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Member Avatar RRobertsmith (< 20) Submitted: 3/21/2011 11:55:02 AM
Recs: 0

you can trim off 7-13% but if you get greedy on the bear side you will get burned in this stock, I will short it again after it runs up!


Member Avatar RRobertsmith (< 20) Submitted: 4/2/2011 1:07:11 PM
Recs: 0

remember feb 4th? the day JDSU went up, and up and gap up? let me refresh your memory!
having said that....jumping back in on the short side Monday morning April 4th, with a lack luster market and a sick tech sector

Member Avatar sagavani (< 20) Submitted: 4/12/2011 2:11:02 AM
Recs: 0

I'm totally under water... after buying this stock... It was highly recommended by Jim Cramer.

Same is case with OCLR..

Member Avatar cybdiver (< 20) Submitted: 2/15/2013 1:50:50 PM
Recs: 0

I think the someone is missing the ball at Uniphase the market is hot for materials and with the continued building of the US infrastructure there should be plenty of opportunity for fiber.

It's a good company they don't seem to be moving in the right direction at the moment. All the eastern seaboard states have a lot of equipment that needs replacing after the storm there should be chock a lock of opportunities.

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