Ihr wollt wissen wie die Zahlen von JDS Uniphase werden? Na gut. - 500 Beiträge pro Seite

[advalover]

Aus zuverlässigen Kreisen drang jedenfalls nichts durch.
Da ich aber den ganzen Tag schon ein Jucken in den Fingerspitzen spüre, ist davon auszugehen das JDS die Analystenschätzungen schlagen wird.

Gruß
AL

[volant]

Wo hast du denn deine Wurstfinger reingehalten?

[advalover]

In den Schredder!

Gruß
AL

[fsch]

Nicht nur Dich scheint es zu jucken...

[Captain Cash]

Also Juniper geht voll ab!!
HURRAAAA!!
Wenn jetzt noch JDS einigermassen gute Zahlen bringt hab ich mit 200€ nen guten Trade vollbracht

[hansiull]

@ volant
Bete lieber das advalover Recht hat, sonst Gute Nacht Börse
Gruß Hansiull

[advalover]

Ich habe Recht.
Sonst hätte ich diesen Thread nicht eröffnet.
Es wird eine Überraschung geben. In welcher Hinsicht werdet ihr um 22.15 sehen.

Gruß
AL

[Captain Cash]

Jaaa, wo bleibt die 2 0 0
Jaaa, wo bleibt die 2 0 0....

[Dritte Million]

Zahlen duerften sehr gut werden - aber

Remember Komag? Think JDSU
By James J. Cramer

10/26/00 11:49 AM ET

During the halcyon days of the disk drives, we used to monitor all of the component makers the disk drive companies used. We knew they would swing wildly because there was always a supply-demand imbalance in the system.

To a person, not one of those companies ever saw a downturn coming. Not one. They were the last to see. Always. They were always blindsided. It was their nature. They were blind as moles.

Here is why. You must understand this if you are going to trade the JDS Uniphases (JDSU:Nasdaq - news - boards) and the Corning Glassworks (GLW:NYSE - news - boards) of the world. You take a company like Komag (KMAG:Nasdaq - news - boards), which is a component supplier to companies like Seagate and Maxtor. If you just listened to Komag you always thought things were smoking. At the top!

That`s because Komag was always the end of the line. Komag would get big orders when Seagate had big orders. Seagate would get big orders when Compaq got big orders. If Compaq were to see a slowdown, Komag didn`t see it for months!

That`s how it works in this JDSU world. JDSU is making things flat out because its customers are making things flat out. I fully suspect that JDSU is going to report a great quarter tonight. But JDSU`s customers are just beginning to feel the slowdown from the problems in capital expenditure at the big customers, the large telecommunications companies that put in all of this stuff. Those companies don`t need any more of the stuff made by JDSU`s customers.

JDSU will learn that soon. Not soon enough to help you. But soon. JDSU is Komag, you see.

They just don`t see underneath. They can`t. They will be the last to know of the slowdown. The last to know. They will tell you that all is great because it is. For now. But we trade on the future, not the now.

And the future looks dimmer because of calls like WorldCom`s (WCOM:Nasdaq - news - boards) this morning, where capital expenditures are going down, and because of the vanishing of the cheap financing through junk bonds that the brokerage houses haven`t spoken up about yet.

Where are the next five points of JDSU? Beats me. What is the future of the telco business? Not as good as it was before.

That`s all you need to know. Like with disk drives, that`s all you need to know.

[advalover]

Morgen wirst du sie sehen.

Gruß
AL

[Captain Cash]

Wenns so weitergeht heute noch.. geht ja bis 00 Uhr weiter!!
Aktuell 188.5 !!!!

[Lord25]

Jetz schon auf 73,5$.*freu*
Hoffe die Zahlen halten das was sich die Anleger versprechen.

Güße Lord

[volant]

@advalover: Ich häng jetzt schon seit 2 Stunden in allen möglichen Foren und Chats, die ich kenne rum, um irgendwelche Insiderinfos über JDSU zu erhaschen. NIX! Das einzige, was ich sehe, ist ein Rebound von 65 ->73. Die Frage ist nur, wissen die was, oder laufen jetzt alle irgendwem hinterher, weil sie denken, der wüsste was und das muss was positives sein, dass der Kurs hoch geht.
Ich bin leider zu schissig für einen Call. Und noch schissiger für einen Put.
So wird das aber nix mit meiner ersten Million
Was machtst du denn?
Zukucken, oder kaufst du jetzt noch nachbörslich was?
Puts auf JDSU sind aber rar, ich glaub nur 2 und beide im Geld.

[baboeff]

@adva
Ich weiss schon, weshalb ich mir im Moment keinen Schredder anschaffe...

Baboeff

[advalover]

Ich werde verrückt:
Bei Wwird um 21.15 noch so intensiv gearbeitet das mein schöner Thread ins HotStock Forum verschoben wird.
JDS gehört zwar nicht an den Neuen Markt aber als HotStock ist es doch wohl eher eine Farce.

Gruß
AL

[Captain Cash]

egal.. ich auf jeden Fall bleibe bis mindestens 23 Uhr in dem Thread hier
Juniper macht Sprünge dass mir schlecht wird.. hoffentlich halten wenigstens die 170$... lol
Aktuell 185

[Captain Cash]

[volant]

Wir sind schin bei 75!
Noch 20 Minuten, was soll man jetzt machen???
Ich gehe mal nen Call raussuchen.
Und log mich schon mal vorsichtshalber bei der Diraba ein.

[Captain Cash]

Nepean, Ontario, and San Jose, Calif., October 16, 2000 – JDS Uniphase Corporation (Nasdaq: JDSU and TSE: JDU) will announce its first quarter fiscal year 2001 results on October 26, 2000 at approximately 4:05 PM Eastern Time. Following the announcement, JDS Uniphase will host a conference call to discuss these results at 4:30 PM Eastern Time. The call will be webcasted on the JDS Uniphase website at www.jdsuniphase.com under Corporate Information. The call will also be available via telephone at [phone] or [phone] for international callers. A replay of the call will be available from one hour after the call ends through October 31, 2000 at [phone], access code 538121.

22.05 UHR ist es soweit!!!
Juniper über 190$!

[Captain Cash]

Glasfaserwerte ziehen den Nasdaq ins PLUS !!!
Wenn ich das heute Mittag erzählt hätte, wäre ich noch ausgelacht worden
Nasdaq +20 !!
Juniper 191.5$

[volant]

Hier, das isser, der Verdoppler: 936836

[horstfriedrich]

Wann genau gibts die JDSU Zahlen?

[volant]

In einer Minute. Ich trau mich einfach nicht. Bin kein Held.

[SteffenP]

JDS Uniphase Announces First Quarter ResultsSales Increase 23% from Fourth Quarter

PR Newswire
NEPEAN, Ontario and SAN JOSE, Calif., Oct 26, 2000 /PRNewswire via COMTEX/ --
JDS Uniphase Corporation (Nasdaq: JDSU; Toronto: JDU) today reported sales for
its first quarter ended September 30, 2000 of $786 million and pro forma net
income of $177 million or $0.18 per diluted share.

Sales for the quarter were 23% above pro forma combined sales of $641 million
for the quarter ended June 30, 2000 and 171% above pro forma combined sales of
$290 million for the quarter ended September 30, 1999. Pro forma combined sales
for the prior year periods include the separately reported results of E-TEK
Dynamics, Inc., which was acquired on June 30, 2000, in a transaction accounted
for as a purchase. Including merger-related charges, purchased intangibles
amortization, payroll taxes on stock option exercises, and income related to
investments accounted for under the equity method of accounting, the Company
reported a loss of $1.0 billion or $1.07 per share for the quarter.

On a pro forma basis, excluding merger-related charges, purchased intangibles
amortization, payroll taxes on stock option exercises, and income related to
investments accounted for under the equity method of accounting, JDS Uniphase
reported net income of $177 million or $0.18 per share for the quarter, an
increase of 29% over the $137 million or $0.14 per share earned in the quarter
ended June 30, 2000. Pro forma net income for the quarter ended June 30, 2000
includes the separately reported results of E-TEK Dynamics, Inc. The impact of
the pro forma adjustments listed above is summarized in the Company`s pro forma
financial tables that follow in this release.


The following table summarizes the Company`s pro forma results for the
quarter:

Three months ended
(in millions, except per share amounts) September 30,
2000 1999
Net sales $786 $290
Gross profit $401 $147
Income from operations $255 $92
Income before income taxes $268 $98
Net income $177 $65
Net income per diluted share $0.18 $0.08
Diluted weighted average
shares outstanding 1,011 866

Pro forma results for the quarter ended September 30, 2000 exclude the $48.6
million effect on gross profit of the purchase accounting increase in the value
of E-TEK inventory at June 30, 2000; $8.9 million of acquired in-process
research and development charges; $1,153.5 million of purchased intangibles
amortization; $34.9 million of payroll taxes on stock option exercises; and $4.9
million of income related to investments accounted for under the equity method
of accounting. September 30, 1999 pro forma results include the separately
reported results of E-TEK Dynamics Inc., which was acquired on June 30, 2000 in
a transaction accounted for as a purchase. Pro forma results for the quarter
ended September 30, 1999 exclude the $11.4 million effect on gross profit of the
purchase accounting increase in the value of JDS FITEL inventory at June 30,
1999; $172.9 million of purchased intangibles amortization; and $2.3 million of
payroll taxes on stock option exercises.

JDS Uniphase is a high technology company that designs, develops, manufactures
and distributes a comprehensive range of products for the growing fiberoptic
communications market. These products are deployed by system manufacturers
worldwide to develop advanced optical networks for the telecommunications and
cable television industries. JDS Uniphase Corporation is traded on the Nasdaq
National Market under the symbol JDSU, and the exchangeable shares of JDS
Uniphase Canada Ltd. are traded on The Toronto Stock Exchange under the symbol
JDU. More information on JDS Uniphase is available at www.jdsuniphase.com.


JDS UNIPHASE CORPORATION
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(in millions, except per share data)
(unaudited)

Three months ended
September 30,
2000 1999
Net sales $786.5 $230.1
Cost of sales 436.7 125.2
Gross profit 349.8 104.9
Operating expenses
Research and development 62.4 17.2
Selling, general and
administrative 116.2 27.9
Amortization of purchased
intangibles 1,153.5 172.9
Acquired in-process R&D 8.9 --
Other operating expenses -- --
Total operating expenses 1,341.0 218.0

Loss from operations (991.2) (113.1)
Interest and other income, net 18.5 5.5
Loss before income taxes (972.7) (107.6)
Income tax expense 43.9 6.3
Net loss $(1,016.6) $(113.9)
Net loss per share $(1.07) $(0.17)
Number of weighted average
shares outstanding 946.6 673.9

JDS UNIPHASE CORPORATION CONDENSED CONSOLIDATED BALANCE SHEETS
(in millions)

September 30, June 30,
2000 2000
(unaudited)
Current assets:
Cash, cash equivalents and
short-term investments $1,144.9 $1,114.3
Accounts receivable,
less allowances for
doubtful accounts 493.8 381.6
Inventories 394.5 375.4
Prepaid assets and other
current assets 105.2 101.6
Total current assets 2,138.4 1,972.9
Property, plant, and
equipment, net 770.5 670.7
Intangible assets 21,082.0 22,337.8
Other assets 1,677.1 1,407.7
TOTAL ASSETS $25,668.0 $26,389.1

Current liabilities:
Accounts payable $161.2 $195.2
Accrued payroll and
related expenses 110.5 98.8
Income taxes payable 66.5 108.6
Other current liabilities 237.7 244.6
Total current liabilities 575.9 647.2
Deferred tax liabilities 955.4 902.1
Other non-current liabilities 51.6 61.2
Stockholders` equity:
Common stock and additional
paid-in capital 26,238.3 25,898.4
Accumulated deficit and other
stockholders` equity (2,153.2) (1,119.8)
Total stockholders` equity 24,085.1 24,778.6
TOTAL LIABILITIES AND
STOCKHOLDERS` EQUITY $25,668.0 $26,389.1

JDS UNIPHASE CORPORATION
OPERATING SEGMENT INFORMATION
(in millions)
(unaudited)

Three months ended
September 30,
2000 1999
Active components and modules:
Shipments $233.2 $107.1
Intersegment sales (5.2) --
Net sales to external customers $228.0 $107.1
Operating income $60.8 $26.3

Passive components and modules:
Shipments $486.4 $120.8
Intersegment sales (16.3) (10.3)
Net sales to external customers $470.1 $110.5
Operating income $200.6 $45.4

Net sales by reportable segments $698.1 $217.6
All other net sales 88.4 12.4
$786.5 $230.1

Operating income by
reportable segment $261.4 $71.7
All other operating income (6.7) 1.7
Unallocated amounts:
Acquisition related charges
and payroll taxes on
stock option exercises (1,245.9) (186.5)
Interest and other income, net 18.5 5.5
Loss before income taxes $(972.7) $(107.6)

JDS UNIPHASE CORPORATION
PRO FORMA STATEMENTS OF OPERATIONS
(in millions, except per share data)
(unaudited)

Three months ended September 30, 2000

As Reported Pro Forma Pro Forma*
Adjustments
Net sales $786.5 $-- $786.5
Cost of sales 436.7 (51.5) 385.2
Gross profit 349.8 51.5 401.3
Operating expenses:
Research and development 62.4 (4.5) 57.9
Selling, general and
administrative 116.2 (27.5) 88.7
Purchased intangibles
and in-process R&D 1,162.4 (1,162.4) --
Total operating expenses 1,341.0 (1,194.4) 146.6
Income (loss) from operations (991.2) 1,245.9 254.7
Interest and other income, net 18.5 (4.9) 13.6
Income (loss) before
income taxes (972.7) 1241.0 268.3
Income tax expense 43.9 47.3 91.2
Net income (loss) $(1,016.6) $1,193.7 $177.1
Net income (loss) per share $(1.07) $0.19
Net income (loss) per share,
diluted basis $(1.07) $0.18
Number of weighted average
shares outstanding 946.6 946.6
Number of weighted average
shares and equivalents 946.6 1,011.4

Three months September 30, 1999
JDS ETEK Pro Forma Pro Forma*
Uniphase Adjustments

Net sales $230.1 $60.3 $-- $290.4
Cost of sales 125.2 30.2 (11.6) 143.8
Gross profit 104.9 30.1 11.6 146.6
Total operating
expenses 218.0 11.8 (175.0) 54.8
Income (loss) from
operations (113.1) 18.3 186.6 91.8
Interest and other
income, net 5.5 1.1 0.0 6.6
Income (loss) before
income taxes (107.6) 19.4 186.6 98.4
Income tax expense 6.3 7.4 19.7 33.4
Net income (loss) $(113.9) $12.0 $166.9 $65.0
Net income
per share $0.08
Net income
per share,
diluted basis $0.08
Number of weighted
average shares
outstanding 810.1
Number of weighted
average shares
and equivalents 866.0

* Pro forma results for the quarter ended September 30, 2000 exclude the $48.6
million effect on gross profit of the purchase accounting increase in the value
of E-TEK inventory at June 30, 2000; $8.9 million of acquired in-process
research and development charges; $1,153.5 million of purchased intangibles
amortization; $34.9 million of payroll taxes on stock option exercises; and $4.9
million of income related to investments accounted for under the equity method
of accounting. September 30, 1999 pro forma results include the separately
reported results of E-TEK Dynamics Inc., which was acquired on June 30, 2000 in
a transaction accounted for as a purchase. Pro forma results for the quarter
ended September 30, 1999 exclude the $11.4 million effect on gross profit of the
purchase accounting increase in the value of JDS FITEL inventory at June 30,
1999; $172.9 million of purchased intangibles amortization; and $2.3 million of
payroll taxes on stock option exercises.

SOURCE JDS Uniphase Corporation


CONTACT: Anthony R. Muller, Executive Vice President and CFO,
408-434-1800, or Alison Reynders, Director, Investor Relations, 408-428-6078,
both of JDS Uniphase Corporation

URL: http://www.jdsunph.com
http://www.prnewswire.com

[Stefan22]

Zahlen wohl nicht schlecht...
auf island kurs nachbörslich bei etwa 78$

stefan

[volant]

Na ja, ich weiß noch nicht so recht. Earnings 0.18. Estimate 0.16, whisper 0.18. Also keine große Überraschung. Kurs derzeit bei 77.5

[volant]

Und schon wieder bei 75. Manchmal ist es doch besser kein Held zu sein

[volant]

Wow, jetzt sind wir schon wieder bei 70!
Und AMGN ist bei 61 = -17% was ist da los?
Gehen die Biotechs baden?

[Captain Cash]

Amgen übelste Zahlen
Hoffentlich krachts bei den Bios bald mal kräftig!
Glasfaser hält sich gut.. JNPR über 185
C $ C

[volant]

Völlig verrückt die Amis. Ich hab mir mal die Conference call angehört und den Kurs daneben am Laufen. Nach jedem Satz geht der hoch oder runter, je nach dem wie positiv oder negeativ es war.
Jetzt wird was von Expansion nach Asien gebabbelt und schon sind wir wieder bei 75. Unglaublich!

[Captain Cash]

JNPR 198$
jaaaa wo ist die 2 0 0 ...

[volant]

OK, das wars für heute, Glückwunsch Captain Cash.
JDSU bei 83. Na ja, wird bestimmt noch besser morgen. Ich denke, jetzt kann die Rally beginnen.

[killerbrot]

Also ich seh jetzt ca. 82$. Schaut doch gar nicht schlecht aus.

Ciao

killerbrot

[killerbrot]

Uups!

Meinte natürlich 83$! Sieht gut aus für morgen.
Nur AMGN schlecht! Bedeutet das was für die restlichen Bio`s??

Ciao

killerbrot