re: Finisar & Optium Challenge JDSUListening to the Bookham conference calls and investor presentations there doesn't seem much hope for BKHM finding a partner. Bookham CEO has said on many occassions that mergers usually result in 1 + 1 = 1.5. Not eecouraging.
As to other mergers I'm not that optimistic. Optium seems to be the exception. They are profitable, they got cash, and they got technoloy/products which in this case Finisar needed. Any current events going on right now that might force FO companies to take on the risk of cosolidating?
re: Finisar & Optium Challenge JDSUI like this a lot, sailboat. The sooner the better as far as I'm concerned. 'seams healthier then what we've got going on now.
So keep China/TWN as a third party source instead of in-house operations. Meanwhile, Singapore and Malaysia seam to be in-house branch locatinos. Am I wrong w/this observation? If right, is this merely cultural phenom' or what?
re: Finisar & Optium Challenge JDSUSo from what I can see, JDSU got itself into 40G by getting a little chunk of Mintera. Finisar was struggling getting 40G together so got together Optium (which obtained its 40G entry by purchasing Kailight).
My question is not who will merge between BKHM, Avago, Emcore, etc... but which of those guys will go after Stratalight to get the lion share of the current 40G market? Or is Stratalight just too pricey right now?
opnext+avanex- no overlap as avenex does not market transponders and opnext does not sell amplifiers. not bad but what are the synergies though ?
opnext+avago is interesting, some overlap but opnext is mostly telecom and avago entreprise
emcore+oplink- i disagree on oplink, it is an empty shell, no technology (roadm is coadna, not oplink), why buy oplink, for the cash, one more fab in china ?
bookham+wtd- my favorite but who will have the guts to deal with the chinese amongst western buyers ?
re: Finisar & Optium Challenge JDSUI don't get it! Finisar's web page boasts over 4,000 employees. Last qtr they had $112m in revenue, a net loss of $10.6m and have substantial debt.
Avanex, a pure FO play by design, had $50m in revenue last qtr with less than 500 employees, a net gain of $3.3m (net not gross), no debt, and their CEO says that based on recent design wins in which product is already being shipped the company will double revenues by 2011.
Yet Finisar's stock soars because they are now in the same boat as JDSU.
re: Finisar & Optium Challenge JDSUyou should be able to get a pretty good idea of Avanex head count from their SEC filings (quarterly and annually). They are a public company.
Please indicate where I can find the employee amount of Avanex. I can't find it on their web page. And considering the distribution of Avanex offices all over the world, less than 500 is impressive.
re: Finisar & Optium Challenge JDSUWhat about MRV's FO unit, Source Photonics? They currently have a 200m annual run rate and increasing...and on the verge of spinning off...
re: Finisar & Optium Challenge JDSUyou should be able to get a pretty good idea of Avanex head count from their SEC filings (quarterly and annually). They are a public company.
As to other mergers I'm not that optimistic. Optium seems to be the exception. They are profitable, they got cash, and they got technoloy/products which in this case Finisar needed. Any current events going on right now that might force FO companies to take on the risk of cosolidating?
So keep China/TWN as a third party source instead of in-house operations. Meanwhile, Singapore and Malaysia seam to be in-house branch locatinos. Am I wrong w/this observation? If right, is this merely cultural phenom' or what?
Finisar was struggling getting 40G together so got together Optium (which obtained its 40G entry by purchasing Kailight).
My question is not who will merge between BKHM, Avago, Emcore, etc... but which of those guys will go after Stratalight to get the lion share of the current 40G market? Or is Stratalight just too pricey right now?
opnext+avanex- no overlap as avenex does not market transponders and opnext does not sell amplifiers. not bad but what are the synergies though ?
opnext+avago is interesting, some overlap but opnext is mostly telecom and avago entreprise
emcore+oplink- i disagree on oplink, it is an empty shell, no technology (roadm is coadna, not oplink), why buy oplink, for the cash, one more fab in china ?
bookham+wtd- my favorite but who will have the guts to deal with the chinese amongst western buyers ?
Finisar's web page boasts over 4,000 employees. Last qtr they had $112m in revenue, a net loss of $10.6m and have substantial debt.
Avanex, a pure FO play by design, had $50m in revenue last qtr with less than 500 employees, a net gain of $3.3m (net not gross), no debt, and their CEO says that based on recent design wins in which product is already being shipped the company will double revenues by 2011.
Yet Finisar's stock soars because they are now in the same boat as JDSU.
Some boat!
not to mention trusty old yahoo:
http://finance.yahoo.com/q/pr?...
Please indicate where I can find the employee amount of Avanex. I can't find it on their web page. And considering the distribution of Avanex offices all over the world, less than 500 is impressive.
http://www.sourcephotonics.com...
Q1 quarter revenue noted at 50m in below link:
http://seekingalpha.com/articl...
http://www.secinfo.com/$/SEC/D...
sailboat