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August 31, 2006

JDS Out of Phase or Back in Phase

posted by MR WAVETHEORY at 8/31/2006 11:25:00 AM
JDS Uniphase is down about 14% after reporting Q4 earnings yesterday, $2.25 (-.38). The good news is that gross margins improved from 14% to 30%. Operating margins also improved from -73%% to -20%. These improvements were largely driven by the results of Acterna, which JDS Uniphase acquired.

Even though results did improve, operating margins were still negative! Furthermore, the top line (ex Acterna) would have been flat as pointed out by Motley Fool, implying zero organic growth.

My take is that JDS is really a show me stock. With a decent acquisition under its belt, the current management team have once again shown that they are good deal makers. Now, they need to show they are business operators. Or it might not be long until the team at Acterna starts calling the shots.

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