JDS Uniphase ..... es gibt Gerüchte um Ertrags- und Umsatzwarnung !!!

[Ralph]

.... bisher nur Gerüchte, aber ..... http://www.stock-channel.net/Board/smilies/eek2.gif http://www.stock-channel.net/Board/smilies/eek2.gif http://www.stock-channel.net/Board/smilies/eek2.gif ..... gegen den Trend mit 5.6% im Minus http://www.stock-channel.net/Board/smilies/eek2.gif http://www.stock-channel.net/Board/smilies/eek2.gif http://www.stock-channel.net/Board/smilies/eek2.gif

Ralph


[Dieser Beitrag wurde von Ralph am 22.12.2000 editiert.]

[TotalStock]

Hi Sky,

jo bei Intc stimmt auch was net... obwohl SOX 7% im Plus ist.


------------------
Make a good one.
TotalStock

[Gert]

Der Anteilsschein von JDS Uniphase kann sich an dem Aufwärtstrend zum Wochenschluss nicht beteiligen, die Aktie verliert derzeit gegen den Trend um 7,8% auf $39-11/16.

Analyst George Hunt von Wachovia Securities stuft die Aktie des Unternehmens von “strong buy” auf “buy” ab, sein Zwölfmonats-Kursziel liegt bei der Marke von $85.

Neben der Abstufung sorgt auch die weitere Unsicherheit über den tatsächlichen Genehmigungstermin der amerikanischen Börsenaufsicht SEC für die Fusion zwischen JDS Uniphase und SDL für nachgebende Kurse. Ursprünglich renchnete man für Ende 2000 mit einem Urteil, nun geht man vom Januar 2001 aus.

Gruß
Gert

[Ralph]

Na, da passt ja wieder alles zusammen !

Ralph

[Ralph]

JDS Misses Out on Optical Fun Amid Growth Worries

By Scott Moritz
Senior Writer
12/22/00 4:42 PM ET

Concerns blew like snowflakes around Wall Street Friday as investors turned cold on JDS Uniphase (JDSU:Nasdaq - news) over the optical component maker's growth prospects.

Deutsche Banc Alex. Brown analysts told investors that JDS would likely meet earnings and revenue expectations for its current fiscal second quarter, but that the company may lower its forecast for next year. That set off the selling Friday afternoon, as JDS shares swung more than $10 from an intraday high of $48 to a low of $37. JDS closed down $2.12, or 5%, at $40.93 on a day when other optical plays rallied sharply.

Some investors have asserted it is only a matter of time before JDS starts to experience the spending slowdown that has already rocked big buyers such as Nortel (NT:NYSE - news) and Lucent (LU:NYSE - news). One of the leading concerns is that JDS will have flat sales in the first quarter of 2001 as its buyers work through their presumed oversupply of lasers and amplifiers used to operate fiber optic networks.

Those concerns are compounded by the overhanging worries about component supply inevitably outstripping a slackening demand along with a longer than expected SDL (SDLI:Nasdaq - news) merger review process. All these pressures have weighed on the stock amid a prolonged tech selloff. JDS is now trading at its lowest level for the year.

"Investors have concerns about sales into Nortel and Lucent with the understanding that the components folks feel it last," says James Jungjohann of CIBC World Markets, referring to the pattern of shortfalls that ripple down the chain of suppliers.

Jungjohann says he's confident JDS will meet expectations for this quarter and next year. "The 80-cent-per-share earnings target next year is quite doable, even in today's market conditions," says Jungjohann, who has a strong buy on JDS. CIBC advised JDS in its merger with SDL.

But some investors say that JDS must address the looming slowdown to maintain credibility with the Street.

"I think if they need to come clean and admit that they are going to be affected by the inventory correction, just as their customers are affected," says one hedge fund manager who has no position in JDS or SDL.

"I'm sure they will give a bullish long-term view and say that the second half 2001 looks great," this same manager continues. "But the market probably won't give them credit until that scenario becomes more obvious."

Other fiber optic outfits staged strong recoveries Friday after a week of downtrends. Corning (GLW:NYSE - news) shares rose $1.75, or 3%, to $56.25; Ciena (CIEN:Nasdaq - news) rose $17.12, or 29%, to $77; and Nortel added $1.19, or nearly 4%, to $32.37.

Source: TheStreet.com
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Auf meiner Watchlist "Best Internet's Supporting Plays" steht JDSU ganz oben !!! ..... Bewertung hin, Bewertung her !!!

Ralph

[Ralph]

Deutsche Bank Alex Brown reduziert ihr Rating auf "Buy" von "Strong Buy". Begründung: near-term risks !

Ralph