Jdsu
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JDS Uniphase Announces Sale Pending for Ottawa Facility
Friday May 20, 6:02 pm ET
SAN JOSE, Calif., May 20 /PRNewswire-FirstCall/ -- JDS Uniphase Corporation (Nasdaq: JDSU; and TSX: JDU) today announced it had agreed to sell its 912,000 square foot Ottawa facility located at 3000 Merivale Road in Ottawa, Canada to construction and management company Minto Developments Inc.
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The transaction, which is expected to close in the current fiscal quarter, includes a lease back option to JDS Uniphase for up to 18 months, or a minimum of 12 months. At the buyer's request, the financial terms are not being disclosed.
"The Subsystems Product Group at our Ottawa facility develops our company's most highly integrated communications products," said Kevin Kennedy, president and chief executive officer of JDS Uniphase. "The sale of the property is a positive step in our transformation strategy for right-sizing the assets of our company. Terms of the sale provide us with a comfortable 18 months in which to ensure an appropriate long term location in the Ottawa area for our local team."
Friday May 20, 6:02 pm ET
SAN JOSE, Calif., May 20 /PRNewswire-FirstCall/ -- JDS Uniphase Corporation (Nasdaq: JDSU; and TSX: JDU) today announced it had agreed to sell its 912,000 square foot Ottawa facility located at 3000 Merivale Road in Ottawa, Canada to construction and management company Minto Developments Inc.
ADVERTISEMENT
The transaction, which is expected to close in the current fiscal quarter, includes a lease back option to JDS Uniphase for up to 18 months, or a minimum of 12 months. At the buyer's request, the financial terms are not being disclosed.
"The Subsystems Product Group at our Ottawa facility develops our company's most highly integrated communications products," said Kevin Kennedy, president and chief executive officer of JDS Uniphase. "The sale of the property is a positive step in our transformation strategy for right-sizing the assets of our company. Terms of the sale provide us with a comfortable 18 months in which to ensure an appropriate long term location in the Ottawa area for our local team."
- Mensagens: 555
- Registado: 2/7/2004 18:11
JDSU... quem és tu? :-)
Muito se fala desta acção por aqui, ó Pinto! E vai do verde ou vai do tinto? 
Como ela também está na minha lista de observações, aqui deixo ficar um sumário do que recolhi até agora. Estas informações estão actualizadas só até finais de Janeiro.
Highlights
- JDSU is a worldwide leader in optical technology
- Second quarter revenues up 18.28%
- Second quarter net loss improved by $15 million
- Recently consolidated and streamlined supply chain
- Clients include: Alcatel, Ciena, Lucent and Texas Instruments
Outlook
A name synonymous with fiber-optics, JDS Uniphase Corp. (JDSU) is a majorplayer in the communications equipment industry. The company has excellent market penetration, an array of new products, and a Fortune 500 client list of who’s who. The company also has increased revenues, improved its losses and is currently in the midst of restructuring, consolidating and streamlining its manufacturing and supply chain.
JDS Uniphase Corp. trades on both the Nasdaq (ticker JDSU) and in Canada on the TSX (ticker JDU).
People have used light to transmit information for hundreds of years. However, it was not until the 1960s, with the invention of the laser, that widespread interest in optical (light) systems for data communications began.
Today fiber-optic communication systems deliver video, audio and text data over high-capacity fiber-optic cables. Although ultimately highly complex, a fiber-optic communication system performs three basic functions common to all communications systems: transmitting, receiving and routing (switching) information, in this case information encoded on light signals.
JDSU’s fiber-optic components, modules and subsystems, alone and in combinations, are the building blocks for these systems. These products include transmitters, receivers, amplifiers, dispersion compensators, multiplexers and demultiplexers, add/drop modules, switches, optical performance monitors and couplers, splitters and circulators.
Business Profile
JDSU is drawn to the warming glow of optical networks. JDSU is a technology company that designs, develops, manufactures and distributes a range of products for the fiber-optic communications market.
The company operates in two principal segments: communication products, and commercial and consumer products. The communications product group includes components, modules and subsystems used by communications equipment providers for telecommunications, data communications and cable television networks.
The commercial and consumer products include laser and optics products that are used in biotechnology, material processing, semiconductor, graphics and imaging, aerospace and defense applications.
JDSU also has a growing optical technology business. Products of this business incorporate optical technologies to control, enhance and modify the behavior of light utilizing its reflection, absorption and transmission properties to achieve specific effects such as reflectivity, anti-glare and spectral filtering. These products are used in semiconductor and biomedical industries.
Fundamental Analysis
On Wednesday, January 26, JDSU announced its financial results for the second quarter ended December 31, 2004.
Net revenue for the second quarter was $180.5 million, and net (loss) was ($43.5 million), or $(0.03) per share. This compares to net revenue of $194.5 million and a net (loss) of ($36.0 million), or $(0.02) per share, reported in the first quarter of fiscal 2005, and to net revenue of $152.6 million, and a net (loss) of ($58.5 million), or $(0.04) per share, for the second quarter of fiscal 2004.
Second-quarter revenue in the communications products group was $106.7 million, up slightly from last quarter, and represented 59% of net revenue. Commercial and consumer products group revenue declined sequentially 17% and was $73.8 million, or 41%, of net revenue.
The company held $1,416.4 million in cash, cash equivalents and short-term investments at the end of the second quarter, of which approximately $1,362.4 million was cash, money market and other highly liquid fixed income securities.
For the third quarter ending March 31, 2005, JDSU expects to post net revenue in the range of $155 to $165 million. The company reported net revenue of $161 million for the third quarter ended March 31, 2004. JDSU also expects to report a non-GAAP (loss) per share of $(0.02).
Recent News
On December 1, 2004, JDSU announced that it has shipped over 1,000 wavelength management modules. These products are used by optical communication system manufacturers that can be reconfigured remotely, even automatically, to allow service operators to quickly and cost-effectively adapt to changes in network demands.
"Carriers are seeking to include reconfigurable wavelength management to increase the flexibility of their optical networks, and we believe that this capability will be widely deployed in the network over the next 3-5 years" said Roy Rubenstein, Senior Analyst for telecom market research and advisory firm RHK, Inc.
"JDS Uniphase is well placed to benefit from the market for reconfigurable wavelength modules with its mix of optical component platforms and technologies. We estimate that the market for systems containing these types of modules is already over $100 million and is one of the fastest growing segments within optical networking."
The company also announced that it has shipped over 20,000 optical communications circuit packs and subsystems, and introduced two new off-the-shelf subsystems: the EDFA and the industry's first Wavelength Blocker subsystems.
"We appreciate our customers' repeated confidence in our ability to design and manufacture complex optical subsystem products" said Thomas Znotins, Senior VP of JDSU’s Subsystem Products Group.
The new EDFA (erbium doped fiber amplifier) Subsystem is a fully managed, full-featured amplifier system. The Wavelength Blocker Subsystem features the industry-leading technology and design of JDSU’s Wavelength Blocker.
As part of a wider program to drive operational efficiencies throughout the company, JDSU announced in mid-November, a strategic supply agreement with Fabrinet to further consolidate manufacturing and streamline its supply chain.
The agreement includes the sale to Fabrinet of JDS Uniphase's Singapore and Bintan, Indonesia, manufacturing operations and provides JDS Uniphase with long-term sourcing guarantees for the datacom transceivers currently being manufactured at these facilities.
Said Debora Shoquist, VP of Operations for JDSU, "As part of our overall commitment to customer responsiveness, we believe this consolidation will allow us to gain efficiencies, leverage our partner's strengths and simplify our supply chain, without detriment to our customers' stringent quality requirements."
Conclusion
A name synonymous with fiber-optics, JDSU continues to be a major player in the communications equipment industry. The company has excellent market penetration, an array of new products, and a Fortune 500 client list of who’s who. Additionally, JDSU is in the midst of consolidating and streamlining its manufacturing and supply chain.
Far from its high-flying $200 per share days, JDSU has struggled over the past few years to reinvigorate sales in the wake of an industry glut. Last week, JDSU warned that it would lose more money than it initially predicted.
The company cited $6 million in legal costs related to ongoing litigation. At the same time, JDSU cited "an unanticipated decline in revenues from a major customer" totaling $13 million.
While JDSU posted a loss for the second quarter, its revenues climbed 18% to $180.5 million from the year-ago period. Just as impressive, the company’s net loss improved $15 million over the same period in 2004.
In response to the business downturn, JDSU announced it was selling its Singapore and Bintan, Indonesia manufacturing operations in a move to further consolidate manufacturing and streamline the company's supply chain.
This move will allow JDSU to leverage and streamline operations to drive cost and quality improvements, quicker turnaround and reduced lead times.
Even though JDSU is currently trading at one-year lows, its increase in revenues and improved operations could help the company turn the corner; increasing its market dominance and share holder value.
Como ela também está na minha lista de observações, aqui deixo ficar um sumário do que recolhi até agora. Estas informações estão actualizadas só até finais de Janeiro.
Highlights
- JDSU is a worldwide leader in optical technology
- Second quarter revenues up 18.28%
- Second quarter net loss improved by $15 million
- Recently consolidated and streamlined supply chain
- Clients include: Alcatel, Ciena, Lucent and Texas Instruments
Outlook
A name synonymous with fiber-optics, JDS Uniphase Corp. (JDSU) is a majorplayer in the communications equipment industry. The company has excellent market penetration, an array of new products, and a Fortune 500 client list of who’s who. The company also has increased revenues, improved its losses and is currently in the midst of restructuring, consolidating and streamlining its manufacturing and supply chain.
JDS Uniphase Corp. trades on both the Nasdaq (ticker JDSU) and in Canada on the TSX (ticker JDU).
People have used light to transmit information for hundreds of years. However, it was not until the 1960s, with the invention of the laser, that widespread interest in optical (light) systems for data communications began.
Today fiber-optic communication systems deliver video, audio and text data over high-capacity fiber-optic cables. Although ultimately highly complex, a fiber-optic communication system performs three basic functions common to all communications systems: transmitting, receiving and routing (switching) information, in this case information encoded on light signals.
JDSU’s fiber-optic components, modules and subsystems, alone and in combinations, are the building blocks for these systems. These products include transmitters, receivers, amplifiers, dispersion compensators, multiplexers and demultiplexers, add/drop modules, switches, optical performance monitors and couplers, splitters and circulators.
Business Profile
JDSU is drawn to the warming glow of optical networks. JDSU is a technology company that designs, develops, manufactures and distributes a range of products for the fiber-optic communications market.
The company operates in two principal segments: communication products, and commercial and consumer products. The communications product group includes components, modules and subsystems used by communications equipment providers for telecommunications, data communications and cable television networks.
The commercial and consumer products include laser and optics products that are used in biotechnology, material processing, semiconductor, graphics and imaging, aerospace and defense applications.
JDSU also has a growing optical technology business. Products of this business incorporate optical technologies to control, enhance and modify the behavior of light utilizing its reflection, absorption and transmission properties to achieve specific effects such as reflectivity, anti-glare and spectral filtering. These products are used in semiconductor and biomedical industries.
Fundamental Analysis
On Wednesday, January 26, JDSU announced its financial results for the second quarter ended December 31, 2004.
Net revenue for the second quarter was $180.5 million, and net (loss) was ($43.5 million), or $(0.03) per share. This compares to net revenue of $194.5 million and a net (loss) of ($36.0 million), or $(0.02) per share, reported in the first quarter of fiscal 2005, and to net revenue of $152.6 million, and a net (loss) of ($58.5 million), or $(0.04) per share, for the second quarter of fiscal 2004.
Second-quarter revenue in the communications products group was $106.7 million, up slightly from last quarter, and represented 59% of net revenue. Commercial and consumer products group revenue declined sequentially 17% and was $73.8 million, or 41%, of net revenue.
The company held $1,416.4 million in cash, cash equivalents and short-term investments at the end of the second quarter, of which approximately $1,362.4 million was cash, money market and other highly liquid fixed income securities.
For the third quarter ending March 31, 2005, JDSU expects to post net revenue in the range of $155 to $165 million. The company reported net revenue of $161 million for the third quarter ended March 31, 2004. JDSU also expects to report a non-GAAP (loss) per share of $(0.02).
Recent News
On December 1, 2004, JDSU announced that it has shipped over 1,000 wavelength management modules. These products are used by optical communication system manufacturers that can be reconfigured remotely, even automatically, to allow service operators to quickly and cost-effectively adapt to changes in network demands.
"Carriers are seeking to include reconfigurable wavelength management to increase the flexibility of their optical networks, and we believe that this capability will be widely deployed in the network over the next 3-5 years" said Roy Rubenstein, Senior Analyst for telecom market research and advisory firm RHK, Inc.
"JDS Uniphase is well placed to benefit from the market for reconfigurable wavelength modules with its mix of optical component platforms and technologies. We estimate that the market for systems containing these types of modules is already over $100 million and is one of the fastest growing segments within optical networking."
The company also announced that it has shipped over 20,000 optical communications circuit packs and subsystems, and introduced two new off-the-shelf subsystems: the EDFA and the industry's first Wavelength Blocker subsystems.
"We appreciate our customers' repeated confidence in our ability to design and manufacture complex optical subsystem products" said Thomas Znotins, Senior VP of JDSU’s Subsystem Products Group.
The new EDFA (erbium doped fiber amplifier) Subsystem is a fully managed, full-featured amplifier system. The Wavelength Blocker Subsystem features the industry-leading technology and design of JDSU’s Wavelength Blocker.
As part of a wider program to drive operational efficiencies throughout the company, JDSU announced in mid-November, a strategic supply agreement with Fabrinet to further consolidate manufacturing and streamline its supply chain.
The agreement includes the sale to Fabrinet of JDS Uniphase's Singapore and Bintan, Indonesia, manufacturing operations and provides JDS Uniphase with long-term sourcing guarantees for the datacom transceivers currently being manufactured at these facilities.
Said Debora Shoquist, VP of Operations for JDSU, "As part of our overall commitment to customer responsiveness, we believe this consolidation will allow us to gain efficiencies, leverage our partner's strengths and simplify our supply chain, without detriment to our customers' stringent quality requirements."
Conclusion
A name synonymous with fiber-optics, JDSU continues to be a major player in the communications equipment industry. The company has excellent market penetration, an array of new products, and a Fortune 500 client list of who’s who. Additionally, JDSU is in the midst of consolidating and streamlining its manufacturing and supply chain.
Far from its high-flying $200 per share days, JDSU has struggled over the past few years to reinvigorate sales in the wake of an industry glut. Last week, JDSU warned that it would lose more money than it initially predicted.
The company cited $6 million in legal costs related to ongoing litigation. At the same time, JDSU cited "an unanticipated decline in revenues from a major customer" totaling $13 million.
While JDSU posted a loss for the second quarter, its revenues climbed 18% to $180.5 million from the year-ago period. Just as impressive, the company’s net loss improved $15 million over the same period in 2004.
In response to the business downturn, JDSU announced it was selling its Singapore and Bintan, Indonesia manufacturing operations in a move to further consolidate manufacturing and streamline the company's supply chain.
This move will allow JDSU to leverage and streamline operations to drive cost and quality improvements, quicker turnaround and reduced lead times.
Even though JDSU is currently trading at one-year lows, its increase in revenues and improved operations could help the company turn the corner; increasing its market dominance and share holder value.
- Anexos
-
- JDSU.gif (15.82 KiB) Visualizado 324 vezes
O segredo do meu sucesso: apostar tudo SÓ nos trades com alta probabilidade de êxito!!!
- Mensagens: 1769
- Registado: 24/11/2002 14:36
Jdsu
Apesar de ser um papel perigoso, poderá ser um papel que apresente um potencial de curto prazo interessante.
Está neste momento condicionada ao fecho acima da MM50 que tem servido como resistência fortíssima.
Tanto no diário como no semanal temos higher high e higher low e um arredondamento das médias móveis, com confirmação de nova tendência com o seu cruzamento.
Paralelamente, houve a quebra de uma LT de médio prazo.
Objectivos imediatos, ou resistências, temos 1.75, 2.07 e a zona do gap, entre os 2.20 e os 2.30 dólares.
É uma questão do mercado ajudar.
Vamos acompanhado a menina (que sei ter muitos admiradores/combatentes aqui no fórum).
Cumprimentos,
Gpinto
Está neste momento condicionada ao fecho acima da MM50 que tem servido como resistência fortíssima.
Tanto no diário como no semanal temos higher high e higher low e um arredondamento das médias móveis, com confirmação de nova tendência com o seu cruzamento.
Paralelamente, houve a quebra de uma LT de médio prazo.
Objectivos imediatos, ou resistências, temos 1.75, 2.07 e a zona do gap, entre os 2.20 e os 2.30 dólares.
É uma questão do mercado ajudar.
Vamos acompanhado a menina (que sei ter muitos admiradores/combatentes aqui no fórum).
Cumprimentos,
Gpinto
- Anexos
-
- Jdsumicro.gif (32.47 KiB) Visualizado 392 vezes
Todos os conteúdos deste post, são da minha responsabilidade, e são o meu entendimento do momento dos mercados. A serem tomados como exemplo, é da única responsabilidade de quem os segue.
Um grande abraço e bons n€gócios,
Gpinto
Um grande abraço e bons n€gócios,
Gpinto
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- Registado: 16/11/2002 13:32
- Localização: Cascais
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