Von der Leyen manifesta confiança num acordo comercial com EUA

[itisi100]

Olá

não para de descer desde que apresentou os resultados, dia 3 de MAio.

Nas ultimas 23 sessões, apenas em 6 não caiu!
Hoje, mais uma vez, contrariou o mercado, e desceu pela 4º sessão consecutiva.

Fecho a USD 12,64, e marca novo minimo das últimas 54 semanas.

Para um gigante do sector, que testa máximos dos ultimos 5 anos, parece-me exagerado, mas já dizia o mesmo aos €13.50!

Para quando a reacção?

itisi100

[fiódor]

Maus resultados...

[acintra]

Grande tombo!!!!!!!!!!!!!! + de 15% sabem o que se passou?

[morgante]

boas na sexta feira fez um grande candle.
vamos ver se vai aos 20$...[/b]

[eulid]

É possível saber o porquê da saída neste valor tão baixo, quando esteve tão próximo dos 20 USD ?

[Nunnus]

Sai da JDSU a 18.25 usd com compra efectuada a 17.36 usd... o cambio é que minimizou as mais valias...

Contudo um reentrada abaixo dos 18 usd é bem vinda para o day trading.


Nuno Guedes

[novo_nisto]

ontem, andei a ver esta accao (tinha visto este topico), e decidi nao entrar hoje, devido às subidas nas ultimas sessoes...

a sorte so protege os audazes, nao é?

Pois eu só não entrei ontem porque não tinha dinheiro.

A JDSU estava em situação muito apetecível depois de romper uma resistência importante.

Infelizmente hoje subiu demais para o meu gosto, desta vez cheguei tarde à estação, ou melhor, cheguei a horas mas não tinha dinheiro para o bilhete do comboio

Pode ser que faça um reteste ao suporte e me volte a dar oportunidade de entrar.

O meu valor de referência são os USD18,3.

[lutav]

ontem, andei a ver esta accao (tinha visto este topico), e decidi nao entrar hoje, devido às subidas nas ultimas sessoes...

a sorte so protege os audazes, nao é?

[Nunnus]

Boa noite a todos.

Mais uma vez a Jdsu teve um dia simplesmente brilhante: +5,33% !!!

Continua ascendente, e esperemos por novos price targets, isto poque o de 19.50 usd ja foi batido: foi ate aos 19.66 usd

Deixo o grafico intrady e outro anual

Já retirei a minha venda a 20 usd e vou passa-la para 21usd com stop nos 18.50 usd.

Abraço a todos

Nuno Guedes

[Nunnus]

Uma 6ª Feira enorme para esta acção.. Enquanto o Nasdaq descia, a JDSU subia... impressionante!!! + 5.65%!!!

Contudo não saudavel uma acção não acompanhar o mercado mas... enquanto podermos ter lucro, seja de que maneira for, optimo!!!

Deixo o grafico actualizado, onde a acção está no sentido ascendente. Há um price target de 19.50 dado pelo banco alemão, onde penso que caso passe os 20 USD, pode continuar a subir sem limites. A recomendação é de compra. Gostava de a ver a 34,40 USD como ja a vi ...

Lembrem-se: compra-se quando está em alta e vende-se qaundo desce...

Aguardemos

Bom fim de semana

Nuno Guedes

[moguita]

eu estou enterrado nesta. Entrei a 2,24 (17,92), mas já se começa a ver a luz ao fundo do túnel.

Se colocares aí uma LT a unir os topos verás que hoje essa LT foi rompida e com volume.

[Nunnus]

Junto deixo o grafico actualizado...

Até onde irá a JDSU?

[Nunnus]

Form 10-Q for JDS UNIPHASE CORP /CA/

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9-Nov-2006

Quarterly Report

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations
Forward-Looking Statements

Statements contained in this Quarterly Report on Form 10-Q which are not historical facts are forward-looking statements within the meaning of
Section 21E of the Securities Exchange Act of 1934, as amended. A forward-looking statement may contain words such as "anticipates that," "believes," "can impact," "continue to," "estimates," "expects to," "intends," "may," "plans," "potential," "projects," "to be," "will be," "will continue to be," "continuing," "ongoing," or the negative thereof or other comparable terminology regarding beliefs, plans, expectations or intentions regarding the future. Forward-looking statements include statements regarding: our belief that the adoption of SAB 108, SFAS 158, SFAS 154 and EITF 06-3 will not have a material impact on our financial statements; our expectation that our acquisition of Test-Um will establish us as a leader in the growing market for home and enterprise network testing; our expectation that the acquisition of Test-Um will solidify our leadership position in the rapidly growing market for tunable lasers and transponders, offer an optimal path to high volume high yield tunable, pluggable solutions; our expectation that the combined portfolio of products and services will enhance the deployment of internet Protocol (IP) based data, voice and video services over optical long haul, metro, fiber-to-the home, DSL and cable networks; our expectation that the estimates and assumptions related to the purchase price of Test-Um is subject to change; our expectation that goodwill assigned to the Communications Test & Measurement segment is not expected to be deductible for tax purposes; our expectation that the purchase of Agility Communications will further expand our product offerings to service providers for their agile networks; our expectation that the estimates and assumptions related to the purchase price of Agility Communications is subject to change; our expectation that goodwill assigned to the Optical Communications segment is not expected to be deductible for tax purposes; our expectation to be a leading provider of test instruments, systems and services for reliable, cost-effective deployment of IP based data, voice and video products and services over broadband networks due to the acquisition of Acterna; our expectation that our indemnification claims against the Acterna former security holders may exceed $50.4 million, and that if the tax liability is greater than the amount indemnified we expect that the excess will be accounted for as additional goodwill; our expectation that acquiring PPS will diversify our customer base, create opportunities in new markets and industries as well as expand our investments in future optical technologies and strengthen our vertically integrated products portfolio; our intention to review goodwill related to the PPS transaction at least annually for impairment or more frequently if impairment indicators arise, in accordance with SFAS 142; our expectation that goodwill associated with the PPS transaction is not expected to be deductible for tax purposes; our commitment to the OEM laser business and intention to significantly strengthen our portfolio in the higher growth diode-pumped solid-state laser market; our expectation that goodwill related to the Lightwave Electronics Corporation acquisition is not expected to be deductible for tax purposes; our estimate that we will need to invest an additional $4.5 million in research and development during the remainder of fiscal year 2007 to develop IPR&D into commercially viable products; our ability to accurately write down inventory appropriately; our obligation to register as a producer in certain European Union countries and incur financial responsibility with respect to products sold within the European Union; our efforts to focus on RoHS compliance and the possibility of incurring substantial costs to change our manufacturing process, redesign or reformulate and obtain substitute components for our products that are deemed covered products under the RoHS directive; the fact that we may be required to repurchase the Senior Convertible Notes issued on May 17, 2006 and June 5, 2006 or convert them into shares of common stock; our obligation to purchase all or a portion of the Convertible Debt Notes on each of May 15, 2013, May 15, 2016 and May 15, 2021; our obligation to repurchase the Zero Coupon Senior Convertible Notes issued on October 31, 2003, and November 15, 2008; our obligation to convert the Senior Convertible Notes issued on October 31, 2003 into common stock; our obligation to pay severance and benefits through the second quarter of 2007 and lease costs by the first quarter of 2011; our intention to maintain the tax valuation allowance until sufficient positive evidence exists to support reversal of some or all of it; our belief that we have adequately provided for any tax adjustments that may result from tax audits; our expectation of incurring certain costs related to stock option activity through the fiscal year 2010 for stock options granted September 30, 2006; our statement that we do not anticipate paying any dividends in the near future; our legal obligation to contribute $0.1 million into our pension plan in 2007; our expectation to contribute $0.2 million into our other post retirement benefits plan pro-rata throughout the fiscal year 2007; our expectation to complete the transfer and wind down of production at Ottawa in the second quarter of fiscal 2007; our estimation that we will incur non-recurring and restructuring charges related to the transfer and wind down of the Ottawa production site of approximately $17 million through completion; our belief that the tax audits will not have a materially adverse effect on our financial position, cash flows or overall trends in results of operations; our belief that the Derivative, OCLI and SDL Shareholder, and ERISA actions, individually or in the aggregate, are without merit and that the expense of defending such actions have been costly and will continue to be costly, and could be quite significant and may not be covered by our insurance policies; our belief that the litigation arising out of the ordinary course of business will not have a materially adverse impact on our financial position, results of operations or statements of cash flows; our continued commitment to enabling broadband and optical innovation in communications and commercial markets; our belief that we are a leading provider of innovation optical solutions for medical/environmental instrumentation, semiconductor processing, display, document and brand authentication, aerospace, defense and decorative



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applications; our belief that we are leading provider of communications test and measurement solutions and optical products for telecommunications service providers, cable operators and network equipment manufacturers; our expectation that higher customer concentration, attendant pricing pressure and other effects on our communications markets will remain for the foreseeable future; the possibility that we may need to spend considerable resources to design and develop new product; our belief that system designs must first be initiated at the carrier level, communicated to the systems provider and then communicated to us and our competitors; our belief that seasonality will continue for the foreseeable future and will impact our Communications Test & Measurement financial results, our overall product mix and financial performance; our belief that certain equipment under multiple-element arrangements are not considered software related and would therefore be excluded from the scope of AICPA SOP 97-2; our inability to predict changes in the financial condition of our customers, our estimates of the recoverability of our trade receivables; our expectation to continue to make investments in privately held companies as well as venture capital investments for strategic and commercial purposes; our expectation that we will continue to experience sales price reductions and/or inventory write-downs as a result of excess and obsolete inventory; our obligation to pay warranty accruals if unforeseen technical problems arise; our expectation that estimates with regard to restructuring plans will require us to record additional employment benefit provisions; our estimates related to pension and other postretirement benefits may change in the future; our ability to predict future revenue, profitability and general financial performance and that could create quarter over quarter variability in one or more of our financial measures; our expectation that the communications industry will continue to consolidate; our expectation that until our program of North American assembly transitions are completed, these activities will continue to present additional supply chain and product delivery disruption, yield and quality concerns and increased costs; our expectation that the introduction of new products will continue to incur relatively high start-up costs and increased yield and product quality issues; our intention to aggressively address our SG&A expenses and reduce these expenses as and when opportunities arise; our expectation of increased SG&A expenses related to completion of the integration of Acterna, particularly with respect to business infrastructure and systems matters; our expectation to incur additional SG&A expenses as we continue to add additional corporate accounting and finance staff as well as address the requirements of Section 404 of the Sarbanes Oxley Act of 2002; our inability to ensure that the SG&A expenses will decline in the future; our intention to develop a cost structure (including our SG&A expense), which will lead to profitability under current and expected revenue levels; our intention to further reduce costs through targeted, customer driven restructuring events intended to consolidate and rationalize the manufacture of our products based on core competencies and cost efficiencies; our expectation that international customers will continue to be an important part of our overall net revenue and an increasing focus for net revenue growth; our belief that our existing cash balances and short-term investments will be sufficient to meet our liquidity and capital spending requirements at least through the next 12 months; the fact that we may enter into foreign currency forward contracts to protect against reductions in value and the volatility of future cash flows caused by changes in foreign exchange rates; our inability to completely protect against the risks associated with foreign currency fluctuations; our expectation to rely on a limited number of customers for a significant portion of our revenues for each period for the foreseeable future; our belief that the telecommunications industry has entered a period of consolidation; our belief that we will continue to experience periodic difficulties (such as delays, interruptions and quality problems) associated with products we have transferred to contract manufacturers; our belief that these delays may result in customer dissatisfaction and additional cost; the belief that our future depends, in part, on our ability to attract and retain key personnel, continued contributions of our executive management team and other key management and technical personnel; our recruiting efforts for our corporate and operations finance teams; our reliance on our ability to use stock options and other forms of stock-based compensation as a key component of our executive and employee compensation structure; our expectation that the costs of the evaluating our current trade compliance practices and implementation of any resulting improvements will not have a material adverse effect on our operating results or business; our expectation to expand our research and development activities in China; our continued efforts to increase the scope and extent of our manufacturing operations in our Shenzhen facilities and our expectation that our ability to operate successfully in China will become increasingly important to our overall success; the expectation that we will incur additional costs to transfer product lines to our facilities located in China; our intention to export a majority of the products manufactured at our facilities in China; our expectation to make significant investments to enable our future growth, grow our business through business combinations or other acquisitions of businesses products or technologies and continue to evaluate and explore strategic opportunities as they arise; our expectation that Asian, and particularly Chinese, competition will increase across our portfolio; our expectation that we will continue to experience sales price reductions and/or inventory write-downs as a result of excess and obsolete inventory; our belief that adequate amounts have been provided for any adjustments that may result from examinations from federal, state and foreign tax audits; our belief that our revenue must continue to increase substantially in the future for us to be profitable; our expectation that gains and losses will be offset by re-measurement gains and losses on the foreign currency dominated assets and liabilities.

Management cautions that forward-looking statements are subject to risks and uncertainties that could cause our actual results to differ materially from those projected in such forward-looking statements. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected, including, without limitation,



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the following: uncertainties surrounding the impact of consolidation of our customer base on revenues; uncertainties as to the effects of our adoption of certain accounting policies; our inability to accurately and timely complete valuation analyses in connection with our acquisitions; uncertainties regarding our market strength after acquiring Test-Um, Agility, Acterna, PPS and Lightwave Electronics Corporation; our limited ability to perceive or predict market trends; inability to align our operations with customer demand and the changes affecting our industry; unanticipated costs associated with our cost reduction programs; difficulties related to predicting financial performance for future periods; inaccurate assumptions regarding our ability to establish ourselves in the market for home and enterprise network testing; inaccurate assumptions regarding our ability to expand our product offerings to service providers for their agile networks; inaccurate estimates regarding the amount of additional investment needed to develop IPR&D during the remainder of the fiscal year 2007; inaccurate process for tracking inventory; unsuccessful efforts to improve our execution and design and introduce products that meet customer's future needs and to manufacture such products at competitive costs; decreases in our product portfolio and revenues; immaterialized customer and market penetration resulting from our recent acquisitions; the diversion of our management's time with respect to the integration of acquisitions; lack of resources set aside for investment in R&D; unanticipated expenses related to litigation, dispute related settlements, accruals, integration from acquisitions and compliance measures related to the Sarbanes-Oxley Act of 2002; inaccurate assessment that our tax liability as a result of acquisitions and tax audits will be minimally impacted; greater than anticipated tax exposure; difficulties in integrating technology acquired through acquisitions with our own product lines; unexpected impairment of goodwill associated with our acquisitions of Acterna, Agility, Test-Um, PPS and Lightwave Electronics Corporation; defects in our process for establishing inventory reserves; greater than anticipated tax assessments associated with current audits; a lack of cash necessary to make required contributions to pension plans; delays in bringing products to market due to development problems; difficulties in developing new products; inability to maintain valuation allowance; a lack of cash necessary to pay off holders of the Zero Coupon Senior Convertible Notes and Senior Convertible Notes; greater than anticipated costs related to estimated amortization of stock options granted as of September 30, 2006; excessively high costs in the future related to enhancing our existing systems; significant changes in customer preferences; the possibility that competitors will introduce products faster than us; unanticipated difficulties in building close working relationships with partners; decreased sales from customers outside of North America than anticipated; product defects sustained as a result of deployment in a variety of demanding environments; inability to obtain new orders from major customers; unanticipated difficulties associated with increasing the scope and extent of our operating facilities in China; the variability of our manufacturing yields; failure to obtain the required approvals from governmental authorities in China; unanticipated difficulties in managing our inventory; failure to adequately protect our intellectual property; substantial technological changes in the communications test and measurement solutions market; a lack of the required resources to invest in the development of new products; the viability of legal claims brought against us; our failure to accurately predict the effect of the ultimate outcome of claims on our business, financial condition or results of operations; lower than expected revenues; the risk that we may be required to expend more cash in the future than anticipated; the timing of orders; an unanticipated lack of resources to invest in private companies; changing market conditions; uncertainties of the assumptions regarding anticipated valuation allowance; insufficient cash balances and short-term investments; greater than anticipated costs associated with post-acquisition in-process research and development projects; uncertainties as to the future level of sales and revenues; unanticipated budgetary constraints; subjection to greater than anticipated environmental liabilities; unexpected third party indemnification claims; failed efforts to recruit experienced accounting and financial reporting personnel; the need to write-off any inventory that is not RoHS compliant; unanticipated difficulties in the remediation of internal control deficiencies; inability to complete the remediation of internal controls in a timely fashion and other factors set forth in "Risk Factors" and elsewhere herein. Further, our future business, financial condition and results of operations could differ materially from those anticipated by such forward-looking statements and are subject to risks and uncertainties including the risks set forth above and in Part II, Item 1A "Risk Factors" set forth in this Form 10-Q. Moreover, neither we assume nor any other person assumes responsibility for the accuracy and completeness of the forward-looking statements. Forward-looking statements are made only as of the date of this Report and subsequent facts or circumstances may contradict, obviate, undermine or otherwise fail to support or substantiate such statements. We are under no duty to update any of the forward-looking statements after the date of this Form 10-Q to conform such statements to actual results or to changes in our expectations.

In addition, Management's Discussion and Analysis of Financial Condition and Results of Operations should be read in conjunction with our Annual Report on Form 10-K for the year ended June 30, 2006.

RECLASSIFICATIONS AND OUT OF PERIOD ADJUSTMENTS

For the quarterly period ended September 30, 2006, we recorded adjustments related to inventory reserve, accounting for inventory variances and restructuring. The corrections resulted in $2.6 million of additional cost of sales and operating expense in our first quarter related to prior quarters. Management and the Audit Committee believe that such amounts are not material to previously reported financial statements. These adjustments resulted in $0.01 additional net loss per share for the three months ended September 30, 2006.



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For the quarterly period ended September 30, 2005, we recorded adjustments related to the under accrual of asset retirement obligations for several of our leased facilities and the allocation of rent expense over the term of certain leases. The corrections resulted in $7.0 million of additional operating expenses in our first quarter related to prior quarters and years. Management and the Audit Committee believe that such amounts are not material to previously reported financial statements. These adjustments resulted in $0.04 additional net loss per share for the three months ended September 30, 2005.

OUR INDUSTRIES AND QUARTERLY DEVELOPMENTS

We are committed to enabling broadband and optical innovation in the communications and commercial markets. We are also a leading provider of communications test and measurement solutions and optical products for telecommunications service providers, cable operators, and network equipment manufacturers. Furthermore, we are a leading provider of innovative optical solutions for medical/environmental instrumentation, semiconductor processing, display, document and brand authentication, aerospace, defense, and decorative applications. We currently employ approximately 7,200 employees worldwide.

Our Optical Communications segment consists generally of:

• Optical components and modules sold to OEM suppliers of enterprise and storage solutions such as Cisco, Sun Microsystems, Hewlett-Packard, Emulex, QLogic, McData, and EMC.

• Optical components, modules, and subsystems sold to OEM providers to communications network carriers such as Nortel, Lucent, Alcatel, Ciena, Cisco, Fujitsu, Siemens, and Huawei.

Our Communications Test & Measurement segment consists generally of:

• Field test instrumentation and software used in the installation, provisioning, and maintenance of broadband voice, video, and data communication services for customers such as AT&T, Deutsche Telecom, Comcast, Telefonica, China Telecom, and Verizon.

• Manufacturing and lab test platforms used in the design, performance, and interoperability testing of network equipment for all major and emerging core, metro, cable, and access network technologies for customers such as Lucent, Nortel, Alcatel, Motorola, Siemens, and Cisco.

• Network and service assurance systems used to monitor and troubleshoot network performance and to optimize quality of service for customers such as British Telecom, Time Warner, Bell South, and Bell Canada.

Our Advanced Optical Technologies segment consists generally of:

• Custom, high precision coated optics used in medical/environmental instrumentation, office equipment, consumer electronics, and optical sensors for aerospace and defense applications.

• Light interference and diffractive microflake technology used for security in currencies and other documents, anti-counterfeiting applications, and decorative surface treatments.

Our Lasers business unit consists generally of:

• Laser components and subsystems used in biotech instrumentation, semiconductor inspection, electronic material processing, remote sensing, and precision marking and micromachining.

• The Photonic Power delivery system is used to drive sensors, gauges, actuators, low power communications devices, nanotechnology, and other electronic devices.

Overall, our optical communications markets are notable for, among other things, their high concentration of customers at each level of the industry, extremely long design cycles, and increasing competition from Asian (principally China-based) suppliers. One consequence of a highly concentrated customer base and increasing Asian competition is systemic pricing pressure at each level of the industry. Large capital investment requirements, long return on investment periods, uncertain business models, and complex and shifting regulatory hurdles, among other things, currently combine to limit opportunities for new carriers and their system suppliers to emerge. Thus, we expect that high customer concentration, attendant pricing



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pressure, and other effects on our communications markets will remain for the foreseeable future. Long design cycles mean that considerable resources must be spent to design and develop new products with limited visibility relative to the ultimate market opportunity for the products (pricing and volumes) or the timing thereof.

As a supplier of components and modules to this industry, we feel the effects acutely as system designs must first be initiated at the carrier level, communicated to the systems provider, and then communicated to us and our competitors. During system design periods, shifts in economic, industry, customer, or consumer conditions could and often do cause redesigns, delays, or even cancellations to occur with their related costs to those involved. Communications industry design cycles are often challenging for companies without the financial and infrastructural resources to sustain the long periods between project initiation and revenue realization.

The advanced optical technologies markets and the laser business, while more diverse, share some of the customer concentration and design cycle attributes of our communications markets.

We are working aggressively on a strategy to expand our products, customers, and distribution channels for several of our core competencies in these areas to, among other things, reduce our exposure to customer concentration and long design cycles across our company. As part of this strategy, we have expanded into the Communications Test & Measurement segment, which has expanded our customer base and distribution significantly.

On August 3, 2005, we completed the acquisition of privately held Acterna, Inc. ("Acterna"), a leading worldwide provider of broadband and optical test and measurement solutions for telecommunications and cable service providers and network equipment manufacturers. Beginning in the first quarter of fiscal 2006, the addition of Acterna formed a new reportable segment to our business:
Communications Test & Measurement. One attribute of this segment is considerable seasonal revenue variability. We expect this seasonality to continue for the foreseeable future, impacting our Communications Test & Measurement financial results, our overall product mix, and financial performance.

On November 30, 2005, we completed the acquisition of Agility Communications, Inc. ("Agility"), a leading provider of widely tunable laser solutions for optical networks, which is included in Optical Communications.

On May 4, 2006, we completed the acquisition of Test-Um Inc. ("Test-Um"), an industry-leading provider of home networking test instruments for the FTTx and digital cable markets, which is included in Communications Test & Measurement.

Major business developments during the first quarter of fiscal 2007 include:

• Net revenue in the first fiscal quarter of 2007 increased 23%, or $59.8 million, to $318.1million from $258.3 million in the first fiscal quarter of 2006. Net revenue in the first quarter of fiscal 2007 consisted of $138.0 million, or approximately 43% of net revenue, from Optical Communications, $116.8 million, or approximately 37% of net revenue, from Communications Test & Measurement, $39.3 million, or approximately 12% of net revenue, from Advanced Optical Technologies, and $24.1 million, or approximately 8% of net revenue, from Lasers. Communications Test & Measurement net revenue includes $(0.1) million of deferred revenue that is eliminated from consolidated revenue as a result of purchase accounting adjustments.

• Gross margin as a percentage of net revenue in the first quarter of fiscal 2007 increased to 31% from 17% in the same period a year ago. The year over . . .



http://biz.yahoo.com/e/061109/jdsud10-q.html

[mig]

Não lhe estão a faltar ajudas é Needham & Co, deuthe bank, cramer,etc.
Vamos ver se ainda estica mais um pouco

[Nunnus]

JDSUD was upgraded from Hold to Buy at Deutsche Bank. $19 price target. Estimates also raised to reflect strong European and Asian sales. Worst appears to be behind the company.

Já começaram as recomendações... Continuação de novas subidas esta semana.


Link da noticia em baixo

http://www.thestreet.com/_nasdaq/market ... mbol=JDSUD`&coname=JDS%20Uniphase%20Corporation&logopath=%2flogos%2fJDSU.gif&market=NASDAQ-GS&pageName=Company%20News

[Nunnus]

Grafico actualizado

[gvieira]

Vendi a USD 15,85 as JDSU's que adquiri ontem a USD USD 14,01.

Bem sei que poderia ter vendido melhor, mas o óptimo é inimigo do bom...e depois de levar tanta porradinha desta "lady", continuo a pensar que a mesma é "emocionalmente" instável.

Gvieira

[GAB]

JDS Uniphase Corp. (JDSUD): 16.50$ + 2.22 (+15.55%)

[gvieira]

Voltei a reentrar hj a 14,01 USD e apanhei o comboio, conquanto o entusiamo inicial do "after hours" tenha arrefecido.

Vamos esperar por uma revisão em alta do price target, conquanto estranhe não ter sido feita nenhuma referência ao guidance relativo aos 3 restantes trimestres do ano fiscal.

GVieira

[Nunnus]

EXCELENTE AFTER HOURS!!!!

Cota no after hours 15.02usd... e já bateu os 15.05 usd

Os resultados foram conforme se esperavam e o mercado esta a dar a sua resposta!!! Que venha os 20 usd bem rapido...

Abraço

nuno Guedes

[pirilampo]

Neste momento sobe 1.35% e, após o mercado encerrar, serão divulgados os resultados... bom sinal?

Os resultados parecem-me dentro do previsto contudo alguem com melhor ingles que o meu... agradeço



JDSU Announces Fiscal 2007 First Quarter Results

Milpitas, California, November 2, 2006 – JDSU today reported results for its fiscal 2007 first quarter ended September 30, 2006. Following the execution of a 1-for-8 reverse stock split on October 16, 2006, all earnings per share calculations are presented on a split-adjusted basis.

Net revenue for the first quarter was $318.1 million and GAAP net loss was $(17.4) million, or $(0.08) per share. This compares to net revenue of $318.2 million and GAAP net loss of $(45.8) million, or $(0.22) per share, reported for the fourth quarter of fiscal 2006, and to net revenue of $258.3 million and a GAAP net loss of $(67.0) million, or $(0.34) per share, for the first quarter of fiscal 2006. Fiscal 2006 first quarter results reflect a partial quarter contribution from the Communications Test and Measurement business acquired in August 2005.

On a non-GAAP basis, revenue for the first quarter was $318.2 million and net income was $6.8 million, or $0.03 per share. This compares to non-GAAP net revenue of $318.6 million and a non-GAAP net loss of $(2.1) million, or $(0.01) per share, for the fourth quarter of fiscal 2006, and to non-GAAP net revenue of $259.2 million and a non-GAAP net loss of $(15.4) million, or $(0.08) per share, for the first quarter of fiscal 2006.

On a non-GAAP EBITDA basis (non-GAAP Earnings Before Interest, Taxes, Depreciation and Amortization), the Company earned $9.6 million for the quarter ended September 30, 2006, which compares to $5.5 million for the fourth quarter of fiscal 2006, and to a loss of $(4.3) million for the first quarter of fiscal 2006.

“The achievement of positive earnings per share on a non-GAAP basis for the first time in more than five years marks another significant milestone on the company’s journey to sustained profitability” said Kevin Kennedy, JDSU’s Chief Executive Officer. “Our strong balance sheet, coupled with a firm commitment to innovation, ensures that JDSU will continue to enable the delivery of next generation optical and broadband service technologies.”

Financial Overview – Fiscal 2007 First Quarter Ended September 30, 2006

Optical Communications net revenue grew 3.8% from the previous quarter, and 37.3% from the same quarter a year ago. Net revenue of $138.0 million represented 43% of total net revenue.
Communications Test and Measurement net revenue of $116.8 million was down 7.5% from last quarter and represented 37% of total net revenue.
Advanced Optical Technologies net revenue of $39.3 million was up 7.1% from last quarter, and down 10.9% from the same quarter a year ago. This segment represented 12% of total net revenue.
Reported under the heading of ‘All Other,’ the Commercial Lasers business reported revenue of $24.1 million, up 6.6% sequentially and 25.5% from the same quarter a year ago, representing 8% of total net revenue.
Americas’ customers represented 56.9% of net revenue. European and Asia-Pacific customers represented 25.6% and 17.5% of net revenue, respectively.
GAAP gross margin was 30.8% of net revenue, and non-GAAP gross margin was 34.7% of net revenue.
GAAP operating expenses were $134.7 million, or 42.4% of net revenue. Non-GAAP operating expenses were $117.3 million, or 36.9% of net revenue.
The Company held $1,216.0 million in cash, cash equivalents, short-term investments and restricted cash at the end of the first quarter.
Business Outlook

For the second quarter of fiscal 2007, ending December 31, 2006, the Company expects net revenue of $332 to $352 million.

[Nunnus]

Neste momento sobe 1.35% e, após o mercado encerrar, serão divulgados os resultados... bom sinal?

[A_S_A]

Bem , entrei hoje a 14,09 (preço médio) para daytrade e a menina está a aguentar-se bem , vamos a ver o resto da sessão.

[novo_nisto]

Acho que ainda é cedo para apregoar recuperação na JDSUD.

2% de variação num título como este quanto a mim não representa nada.

Mas por outro lado o suporte dos 14USD pode estar a funcionar.

[gvieira]

Finalmente a JDSU parece recuperar.

Saí a USD 15,00 na sexta feira e reentrei hoje a USD 14,14...

As notícias parecem confirmar resultados dentro das expectativas dos analistas.

A ver vamos


GVieira