Watch your filthy mouth Lou, or I will have my boys take you for a one way ride down Highway 61.
Sentiment: Strong Buy
Sandy you #$%$ hillbilly, I sees yall aint lost your sense of humor after your losses in OCLR.
The only thing that will double after that report are the skid marks and stains in your spam laden panties.
Sentiment: Strong Buy
During the FNSR conference call there was an extensive Q&A with the analysts about 100G.
FNSR management described the 100G business as still in the early stages as new products and applications are rolling out now.
There were many questions about competition and FNSR acknowledged that they have strong competitors emerging (Oclaro not mentioned but is the primary competitor to FNSR).
Currently FNSR 100G margins are excellent but will gradually fall. It should be noted that the FNSR average margins are 30%+
There is a product transition happening now in the optical industry to 100G and FNSR expects strong 100G sales in 2015.
Not really. Numbers came in-line but outlook came much worse than projected.
"As a result of this decrease in demand for wireless transceivers, as well as a decrease in demand for telecom products due to soft carrier spending and a decrease in demand from several datacom customers with lumpy order patterns, we expect our overall revenues to decline in the second fiscal quarter"
"GAAP gross margin decreased to 30.2% from 31.6% in the preceding quarter, primarily driven by less favorable product mix, primarily the result of increased sales of transceivers that address wireless applications and lower sales of our 100G ethernet transceivers, as well as an increase in depreciation as a result of an increased level of capital expenditures. "
It should not have much influence on Oclaro's stock price. The price is already below the tangible book value (even allowing for the projected loss this quarter) and it already reflects the poor outlook given by Oclaro.
If that is the case then why is this falling? I would think if oclr was doing what you say it is doing then why is there no interest in the companies stock? Have you seen the avg volume decrease over the past few months? Only play here is being acquired for a 30% plus premium imo, BUT how low will they allow this to go before they make the move?
New JV deal signed by CTLE will see an extensive market development program deployed on POLEC technology in the US. POLEC is a Mexican nanotech giant that has already deployed its technology
I got burnt by nanotech years ago.TGAL was the #$%$ stock, even worse than OCLR.
Newly minted joint venture deal Mexican company POLEC INDUSTRIAS S de RL de CV (POLEC(R)) gives CTLE a front row seat in the growing space of nanotechnology
FNSR is getting hammered today, down to $19.... and they have an earnings call on Sept. 4th.