Holy cow ! Seems that the small-world Test & Measurement industry' s engine is whirling fast after my recent post on the Google search for "JDSU announcement EXFO" thing. I can't stop looking at the stats : lots of visitors come to Fibergeneration to read this previous post, and much more.
First, to all of you I'd like to say that I'm honored being read by you dear T&M fellows.
Second, I'd like to highlight the fact that I'm definitely not responsible for the supposedly rumored announcement between your companies *.
Last, I'd like to confirm that I'll be attending OFC this year. And I hope I won't be banned from your booths ;-)
It's all about having fun for a change, Folks. I know, I should stop reading FSJ Fake Steve Jobs.
* ed. note : in a next post, I'll explain why I personally don't believe in a M&A kind of deal between the two firms. It simply doesn't make sense from an industrial point of view : the respective product portfolios are quite similar. I mean, JDSU already does what EXFO do, so, where's the benefit, if not for simply wipping out a rival (which is a very small one from a market cap perspective, see my next post, to be published later today) from the industry landscape.
post-scriptum : this whole stuff reminds me the good old days of the Bubble, when I was working at Agilent Technologies. Some day in 2000 or so, I was flying to France from Italy, back from a business meeting somewhere. Two rows behind me in the aircraft, two guys in dark suit & tie typical businessman battledress were talking loud about one of our rivals : GN NetTest. I couldn't stop listening for the whole flight, as they were discussing potential investors and buyers and blahblahblah. I quickly realized those fools were analysts, probably working for some big consulting and/or banking firm. At the arrival in Paris, I even had the name of the future owner of NetTest (i.e. Axcel, a danish investment firm). Let me tell you something : when you work for Agilent Technologies, you know what confidential information means. In the Business of Conducts policy, there's a lot of Do's and Don't s. For instance, this one : never discuss about business in a plane.
Ah, this anecdote recalls another short one in my memory bank. A few years later, once again in an airliner somewhere in the european sky. The guy the next row on my right hand side was reading a powerpoint presentation on his laptop PC. Guess what : he was with our biggest rival, based in Germany too, and was reviewing a new product introduction presentation. I got the premiere, for free...