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olsen
User Ranking
Friday October 23, 2009 6:00:32 PM
no ratings

Did Mintera stay with Bookham for the tunables, or did they change to JDSU after the JDSU investment? Just wondering ...

boozon
User Ranking
Thursday October 22, 2009 3:49:54 AM
no ratings

Makes sense. It could also be a way to squeeze Mintera a bit more in exchange of some publicity.

As Stevery said it, it all comes down to supply management, whatever the angle you look at it.

Stevery
User Ranking
Wednesday October 21, 2009 5:53:54 PM
no ratings

Why would NSN give such an endorsement to Mintera if their intention was to use multiple sources ?

It's basic supply management.  They want make their other sources know of the competition.

For some reason, it's considered higher-class than issueing a press release saying "We'd like lower prices from every supplier not named Mintera", despite being nearly equivalent.


alcabash
User Ranking
Wednesday October 21, 2009 5:28:34 PM
no ratings

Why would NSN give such an endorsement to Mintera if their intention was to use multiple sources ?

zbulut
User Ranking
Wednesday October 21, 2009 4:57:25 PM
no ratings

I'd like to clarify what probably is already obvious to the readers familiar with this technology. The Nokia Siemens Networks' 10G, 40G and 100G transponders are designed to support multiple sources (MSA - Multi-Source Agreement) on both client and line side. Any 10G, 40G or 100G standard compliant MSA module can be seamlessly integrated as it becomes available.

 

alcabash
User Ranking
Wednesday October 21, 2009 1:37:02 PM
no ratings

Jdsu abandoing communications ? I dont think so. Have not checked their numbers recently but it must still be about 40% of the business, rest being Acterna and OCLI. Agree that the margins are bad but you dont walk away from half of your company and your core identity...

brookseven
User Ranking
Wednesday October 21, 2009 12:53:05 PM
no ratings

 

I was under the impression that JDSU was abandoning the telecom space for new parts as they see the low margin business is not good for them.

 

seven

 

Stevery
User Ranking
Wednesday October 21, 2009 12:50:55 PM
no ratings

alcabash:  There are many reasons and tactics for a strategic investment.

As one example:  Since JDSU now owns a piece, they know the Mintera cash burn and breakeven point.  If Mintera is burning more than earning, then they will meltdown at some point in the future. So JDSU will be able to buy it much cheaper by waiting (because how many acquirers are out there?)

 

alcabash
User Ranking
Wednesday October 21, 2009 12:04:28 PM
no ratings

something does not add up. This is a big win for Mintera. You would think that, by now, Jdsu would have acquired the company as Jdsu does not have a 40G solution. 

Is Mintera asking for too much money

Does Jdsu care about 40G ?

I dont get it, I assume that's why the strategic investment was made in the first plcae. Save on internal r&d $ and wait for validation of Mintera's technology. Cannot get much better than NSN...



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