Oclaro Coherent CFP2 Pluggable Module
March 17, 2015
Author Lightwave Staff
This is a whole new way of addressing the coherent ecosystem by putting optical components in the module and electronics on the board, where both belong. Judge's Comment.
The Coherent CFP2 module is a transceiver offered in a pluggable format. The small form factor increases density at the faceplate, reduces power dissipation, and optimizes optical performance, Oclaro says. The flexible design can support both 100G PM-QPSK and 200G 16QAM with the appropriate DSP and driver technology.
The module leverages Oclaro's indium phosphide photonic integration technology, which results in high optical output power. This is important for systems that use linear modulation schemes, Oclaro says. The pluggable format means that customers can minimize installation costs and scale networks by adding capacity over time, the company adds.
Tell us why you believe the target price is "fishy." What proof do you have, lay it out for all of us if not you will be know as another Donald Trump and you don't want that.
Will the shorts cover before the next OCLR earnings report (August 11 - 17)?
At what price?
Settlement Date Short Interest Avg Daily Share Volume Days To Cover
6/15/2015 14,200,091 1,454,247 9.764566
5/29/2015 11,855,675 2,033,632 5.829804
5/15/2015 11,740,761 1,216,851 9.648479
4/30/2015 11,393,767 685,448 16.622365
4/15/2015 10,432,282 551,584 18.913315
3/31/2015 10,321,044 803,214 12.849681
Let's not forget that this is the news that set off the OCLR stock.
We will get an update on about August 11 at the quarterly conference call.
There was also a little statement made @ ECOC which basically said, "anyone with a 28 tuneable will be in Business." That's right, capital B. Also part of OCLR's prioritized product lineup. Of course they'll need to sell alot of them.
The main types of optical communications devices in demand will be CFP2-ACO [CFP2 form factor pluggable analogue coherent optics] based on indium phosphide. This will be the breakout technology for photonic integration. I don't think 2016 will be a breakout year for silicon photonics, except in PSM4 QSFP28 applications, which will ramp.”
So which suppliers can expect to have significant market positions if these forecast changes come to pass? Schmitt commented, “I think the leader in CFP2-ACO will be Oclaro.
Check out optics "dot" org for this article
Because he owns the debt, not the stock. He has an option to convert the debt in the future to shares at $1.95/ sh. Soros investing success with small companies has been checkered. You should not follow Soros blindly.
The problem isn't going to be "going into" earnings. As usual, the issue will be "coming out" of earnings.
cmon, after a 50%+ move to the upside, a pullback to the 50DMA is not only warranted, but healthy. My guess is OCLR moves up through $3.00 going into earnings in August. If you wanted to get in you should have bought this morning. IMO.