JDS Uniphase (JDSU)

[wahz]

Jdsu has about 1.5 billion shares outstanding. Right now revenues are around 145-165 million/q, but with a recovery this could suddenly ramp to 500 million and keep rising for awhile, IF a recovery in long haul ever starts. If break even, at 170 million soon, rises to around 250/million as rev's surge to 500 million in the initial phase, Jdsu will have a .16 quarterly profit. This is all speculation, but if the day comes that they are suddenly on track for a .65 to .80/year run rate, the stock is going to be at 20-25 and rising. Rapidly.


Metro is going to surge but jdsu won't be the main beneficiary someone like ciena probably will be(different specialty I know), the question is: does any sensible person think long haul can surge within a couple years? I don't know the answer. It's a broad pick up in long haul that matters.