GRAY what about NeoPhotonics Corporation. Are they possibly a bit ahead of OCLR in their China Mobile etc negotiations???? thx
China will award the new 100G business to multiple vendors but OCLR is Number 1 in client side transceivers and CFP2-ACO Coherent modules so OCLR should take a large share of this business in 2016.
The Chinese vendors will become a factor in 2017 since their development cycles tend to follow the US vendors.
It should be noted that OCLR has substantial fab capacity so when there are large orders from China then OCLR is one of the few vendors able to scale up 100G production.
Thanks for the information Gray. How much impact do you think this will male on OCLR in terms of revenue. Who's best positioned, FNSR or OCLR? And then again how much business will come to OCLR instead of Chinese vendors?
The Chinese government understands that the infrastructure in the information age is the telecom/mobile network requiring substantial investment. $182 Billion will buy a lot of optical gear.
I was reading some comments from Nokia yesterday about their merger with Alcatel and future plans. China appears to be a bright spot because of the government programs including a new 5G network.
Oclaro is well positioned for the China business as a leader in 100G with China manufacturing. If you read the latest OCLR earning call transcript there is a discussion about ramping up production of the new 100/200G CFP2 ACO modules in China in 2016.
i bought at 1.05 two years ago how about you? why dont you just run along cause your bashing does no good and i got a whole lot more then you will ever get no responce nessary
still holding that short position, t-cat? sounding desperate. i think you're up a couple pennies if you cover now, right?
My thinking is that when Soros converts his $55 million in debt to shares then short arbitrage should dissipate. Time is the enemy of the shorts at this point. The company just approved more shares - I assume some of these will go toward Soros. Anybody else want to weigh in?
I have not doubled my investment.
Originally was going to take some of my profits at 1.5 x cost basis.
Originally it was to be between my speculative guess that the most
safest and steepest run would be between
October and May 2016. Yes, US interest rates will be moved;
yes, china industrials slammed, nevertheless,
I wonder what REALLY is going on in tech.... China Mobile etc
However, both the projected 50 MDA into year end and
50% fib retracement is about at 2.9.
I am NOT experienced with such low market cap companies' technicals
workings. Is is ok to use them with (a)
this particular level of volumes traded since Oct 23rd and (b)
the reasonably steady level of volume trading since June of last year?
Although this company cost me money years ago, I peeked at it over time,
and I am seriously thinking of getting more just ONE more time using these parameters.
Thoughts grey haired guys? TOTALLY no disrespect intended.
Maybe they are getting ready to do a reverse split for old times sake ?
The 100G upcycle is in progress with OCLR as a leader.
Concerning news, FNSR reports on December 10th. I would expect positive news concerning China who are in the process of placing orders for a major 100G network upgrade.