The new Finisar is bigger than JDSU (Nasdaq: JDSU; Toronto: JDU) by revenues, but how close is it to being the next JDSU, so to speak? The new Finisar might have the edge in numbers, but I think JDSU wins on product breadth.
Here's a partial and highly unscientific comparison. It's not meant to be a comprehensive listing, just a swipe at some major categories.
Table 1: Opto Mano a Mano
(Genoa discontinued in 2005)
|Courtyard for Friday BBQs||
Recently renovated, even
|Source: Memory, best guesses|
The difference is pretty easy to sum up. Finisar was a datacom transceiver company, and Optium started life doing 10-Gbit/s transponders, so it's no surprise to see they've got a concentrated expertise in those kinds of modules. JDSU, during the bubble, absorbed pretty much everything in telecom optics, so it's got presence in non-transceiver areas like amplifiers. Superblade is the Frankenstein creation out of that breadth, and JDSU will likely produce more products like it.
Reconfigurable optical add/drop multiplexers (ROADMs) are an interesting intersection point. JDSU had developed some technologies of its own while watching certain competitors drop dead. (See Competition Kills Metconnex and Metconnex Sells to JDSU.) Finisar and Optium had both flagged ROADMs as a means of expansion and struck deals with startups to get in. (Does that Nistica partnership get affected by the merger, by the way?)
— Craig Matsumoto, West Coast Editor, Light Reading