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DragonWave Inc. Message Board

byronangel 66 posts  |  Last Activity: Apr 22, 2015 5:41 PM Member since: May 17, 1999
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  • byronangel by byronangel Apr 22, 2015 5:41 PM Flag

    Filings aren't due in to the SEC for several more weeks yet but an early filing has come in. Apex Capital Management, which has $4 billion under management in Ohio, came in in Q1 as a new shareholder with a buy of 3 million shares. Out of a total of around 300 positions that they're holding, INFN is in the top 20. A strong vote of confidence.
    Byron

    Sentiment: Strong Buy

  • byronangel by byronangel Apr 22, 2015 5:40 PM Flag

    Filings aren't due in to the SEC for several more weeks yet but a couple of early filings have come in. Oxford Asset Management, located near London, owned several hundred thousand shares at the end of Q4, then came in and bought 50,000 more in Q1. When someone already has a good sized position, and then they add more at higher prices, that's bullish.

    Acadian Asset Management, which has $20 billion under management in Boston, came in in Q1 as a new shareholder with a buy of 150,000 shares, so SIGM is starting to show up on the radar screens of more institutional investors. It's likely that SIGM will be added back into the Russell 2000 in June, and this will significantly raise the company's profile with institutional investors.
    Byron

  • I'm taking a long term view on the stock. I expect INFN to get bought out eventually, probably by Cisco. I don't see this stock going for anything less than $30.
    Byron

    Sentiment: Strong Buy

  • We continue to demonstrate our ability to drive increasing financial leverage leading Infinera to being one of the most profitable companies in the industry. With our current products and soon to be unveiled products we intend to capture significant market share and to do so profitability.

    I’m pleased to announce that we currently project revenue for the second quarter to be $200 million plus or minus $5 million. The midpoint of this range represents year-over-year growth in the second quarter of nearly 21%.

    For the cloud express product we’ve also introduced now 10 GigE in addition to our GigE. As I talked about last time 40 GigE is a smaller portion of the market that we brought that the market first at the request of a specific large ICP; 10 gig now will offer the ability to address a larger portion of the market - one that is probably five times larger than 40 gig. And then 100 gig, there is a lot of interest in the 100 gig platform. People are evaluating the cloud express product and a number of them have come back with a very favorable evaluation but they are inclined to wait for a 100 gig and deploy it when it comes out later this year since its going to be coming out relatively soon.

    Roughly 10% of our overall sales are in non-USD. So it’s a relatively small percentage of our overall revenues.

    Level Three is a great customer of ours; they are aggressively building with us in the U.S., in Latin America, and pretty much around the globe.

    Nokia already shut down one optical group because it wasn't strategic to them, now with the ALU acquisition they picked up a new optical group, I'm not sure this will be strategic to them and I think it's a great opportunity for us.

    My thoughts:
    If Nokia decides optical is not strategic to them then that will leave CIEN and INFN as the only strong players in this space, a development that could give a very strong boost to INFN market share in Europe and also boost margins significantly.
    Byron

    Sentiment: Strong Buy

  • Reply to

    huge win for INFN with big new customer

    by byronangel Apr 21, 2015 11:47 AM
    byronangel byronangel Apr 21, 2015 12:38 PM Flag

    They're a Ciena customer. INFN will now have the opportunity to move in and take some or all of that business with a better product.
    Byron

    Sentiment: Strong Buy

  • Stockholm, Sweden - 21st April 2015 - Transmode today announced that Liberty Global, the world`s largest international cable company, has started to roll out 100G deployments across Europe using Transmode`s TM-Series platform. The new metro and regional 100G deployments are designed to handle the increased capacity needed to support increased network traffic across the group`s activities.

    Liberty Global is the world`s largest international cable company with operations across Europe and is currently enjoying great success with high speed residential and business services. This in turn is driving considerable network traffic growth within Liberty Global`s markets. The success of the company is leading to an expanded customer base and higher average bandwidth per customer, with Liberty Global offering some of the highest speed services available in these markets.

    To address this demand, Liberty Global is rolling out Metro 100G in its existing metro and regional networks. Initial 100G deployments started in Q4 2014 and have continued in Q1 2015 with further deployments planned. Liberty Global chose to deploy Transmode`s pluggable-optics-based Metro 100G solution not only because it was the most economical solution for high-speed connectivity, but also because it also used the existing rack space and enables low power usage.

    Jan Lindgren, Liberty Global`s VP Network Engineering, commented, "The Metro 100G solution from Transmode has been simple to deploy and easy to use by our engineers in both metro and regional deployments. We are now able to achieve the high-speed connectivity and the flexibility we needed for our internal capacity. Transmode is a trusted supplier, and has proven to be reliable in the markets we have deployed its technology."

    Sentiment: Strong Buy

  • SINGAPORE, Apr 20, 2015 - (ACN Newswire) - Ingram Micro, the world's largest wholesale technology distributor and a global leader in IT supply-chain and mobile device lifecycle services, today announced it has entered into a distribution agreement with Nimble Storage, the flash storage solutions company. Through the agreement, Ingram Micro will sell Nimble Adaptive Flash arrays and Nimble SmartStack integrated infrastructure solutions to organizations within Singapore, Malaysia, Thailand, Indonesia and Vietnam.

    The Nimble Adaptive Flash platform, which has been embraced by more than 5,000 customers across 38 countries, enables IT organizations to predict, manage and deliver the storage required to optimize business applications and workloads across the enterprise. To provide optimal performance and the highest level of interoperability, Nimble has developed SmartStack, an integrated infrastructure platform built on Cisco UCS and pre-validated through ecosystem partners including VMware, Oracle, Citrix, and Microsoft.

    Ingram Micro will leverage its strong relationships with the Cisco channels team and the Cisco partner community, together with Nimble, to make SmartStack integrated infrastructure available to end users.

    "Nimble believes enterprise IT organizations should not have to compromise on performance, capacity, ease of use, or price. Therefore, we've established a global partner ecosystem to provide enterprises access to our adaptive flash storage platform. Further, we believe Ingram Micro's strong relationships with our alliance partners make this partnership even more beneficial for customers seeking converged infrastructure solutions," said Kristin Carnes, vice president of channel sales, Nimble Storage.

    "Nimble's market success has proven that flash storage solutions represent the next generation of storage. This partnership enables us to build upon our strong vendor and solutions ecosystem, in order to offer next generation storage within a converged

    Sentiment: Strong Buy

  • Reply to

    earnings

    by obdrf Apr 16, 2015 10:42 PM
    byronangel byronangel Apr 17, 2015 9:45 AM Flag

    I agree with the MKM analyst. Should be around 0.15 and we should get good guidance for Q2. The cloud xpress product is seeing a fast ramp up and margins are good. Demand is high for the product and pricing is strong. Companies like Facebook want a high performance product and are willing to spend what it takes to get it.
    Byron

    Sentiment: Strong Buy

  • Reply to

    2015 10K highlights

    by byronangel Apr 16, 2015 10:33 AM
    byronangel byronangel Apr 16, 2015 11:34 AM Flag

    We have developed relationships within standards and platform-defining entities like Google and Microsoft, which enable us to win new customers effectively. We also have strong customer relationships with many set-top box and connected media player designers and consumer device manufacturers. We also work closely with telecommunications carriers to understand their needs in advance of our customer’s product development cycle. We intend to leverage our existing position with our partners and customers to identify and secure new market opportunities.

    As of January 31, 2015, we held 140 issued patents and we had 31 patent applications pending for our technology.

    Sentiment: Strong Buy

  • Reply to

    2015 10K highlights

    by byronangel Apr 16, 2015 10:33 AM
    byronangel byronangel Apr 16, 2015 11:02 AM Flag

    The primary differentiation between Z-Wave and other competing standards in the IoT Devices market is the requirement that all Z-Wave devices conform to a strict application level of device-to-device communication and operability, which allows all Z-Wave devices to be interoperable. This interoperability requirement does not exist with any other competing technologies in the IoT Devices market.

    Our Z-Wave technology provides system integrators access to over 1,000 products complying with the Z-Wave standard and with guaranteed interoperability which we believe creates an attractive ecosystem. This makes our Z-Wave technology unique in the IoT Devices market, and a prime candidate to be selected by new service providers entering this emerging space. Because the International Telecommunication Union, or ITU, has developed a new sub 1GHz narrow band wireless standard which is largely based on Z-Wave technology and defines backwards compatibility to the Z-Wave standard, and because of the large ecosystem of products based on the Z-Wave standard, we believe our Z-Wave products will be one of the preferred solutions for telecommunication and multi-service operators in the future.

    We have developed unified broadband home networking technology under the G.hn standard. We plan to use this technology to further expand our position in the Media Connectivity market. This market is fragmented into multiple standards, and we believe G.hn provides a way of unifying the demand in this market under a single standard encompassing all wired transmission media (coaxial cable, phone line and power line) in the home.

    Sentiment: Strong Buy

  • byronangel by byronangel Apr 16, 2015 10:33 AM Flag

    Our early entry into the emerging ultra-high definition (“UHD,” “Ultra-HD” or “4K”) television market has provided a differential opportunity for us to penetrate key customers for high-end products, which will eventually become mainstream over time. We believe our products deliver industry-leading performance in video decoding, picture quality, and software breadth, and this value proposition is why manufacturers select our products.

    Through our acquisition of Trident’s Digital Television (“DTV”) business, we have obtained a position in the digital television market, specifically targeting the new generation of Smart TVs that will feature 4K Ultra-HD video. We are currently fostering a number of key industry partnerships that have allowed us to significantly increase our market presence. These industry partnerships have positioned us to further develop our technology into a leading solution in the Ultra-HD video market. Currently, our chipsets incorporate both hardware and software elements that enable Smart TV features and content access, while also managing all of the routine television functions. We believe our software provides a suite of capabilities that offer differentiated advantages from our competitors. Our software is integrated and embedded into our customers’ products during their product design stage. As a result, once we are designed into our customers’ product, we believe it is difficult for our competitors to displace us. We believe our product line is differentiated by our hardware technologies such as frame-rate-conversion as well as sophisticated software such as Internet connectivity and web portal access. Our set of core technologies provides us an opportunity to be a leading vendor of Smart TV solutions. We have established strategic partnerships with large producers of consumer electronics that increase our market presence and exposure in the television market.

    Sentiment: Strong Buy

  • Reply to

    Did infn announce Q1 results

    by nyylaltenn Apr 9, 2015 1:06 PM
    byronangel byronangel Apr 15, 2015 9:20 AM Flag

    The MKM analyst wrote in a research note after the INFN conference call that he would not be surprised to see Q1 earnings in the neighborhood of $0.15. He also expects Q2 guidance will be "quite strong". Assuming he's right about the guidance, expect INFN to take another leg higher after the call next Tuesday.
    Byron

    Sentiment: Strong Buy

  • byronangel by byronangel Apr 14, 2015 10:36 AM Flag

    INFN's stock is up today on news that Nokia will probably be buying Alcatel. Nokia used to be in the optical networking business but they go out of that business. What they want is ALU's wireless networking business and router business. If they buy ALU they probably won't want to continue with ALU's optical networking business. With ALU out of the way and with the Transmode deal I see a big increase coming in INFN's market share in Europe.
    Byron

    Sentiment: Strong Buy

  • April 13, 2015

    SAN FRANCISCO--(BUSINESS WIRE)--Dolby Laboratories, Inc. (NYSE:DLB) announced today a partnership with VIZIO to bring Dolby Vision to the consumer market through the VIZIO Reference Series 65” and 120” Ultra HD Full-Array LED Smart TVs.

    Dolby Vision breathes life into images by providing viewers with peak brightness, local contrast, and a full range of colors that more closely mimic what the human eye can see. The technology combines a wider color gamut and high dynamic range, to revolutionize the viewing experience both in cinema and on TV.

    Dolby Vision augments the fidelity of UHD and HD video signals for over-the-top (OTT) online streaming, broadcast, and gaming applications. Today’s state-of-the-art cameras already capture more visual information than current TVs can display; with Dolby Vision, creative teams will have confidence that their content will be reproduced faithfully on Dolby Vision enabled televisions.

    “We are delighted to see the VIZIO Reference Series as the first TV with Dolby Vision, a dramatically different visual experience that engages your senses,” said Giles Baker, Senior Vice President, Broadcast Business Group, Dolby Laboratories. “VIZIO Reference Series customers will have access to a slate of Dolby Vision content that demonstrates the impressive capabilities of this TV and bring viewers closer to the original intent of the content creators.”

    With Dolby Vision, content is much more nuanced, powerful, and distinct: sunsets sinking deep into the horizon, bursts of fire and explosions, and the darkest shadows are pronounced to provide a strikingly vivid and realistic imaging experience like no other. As the first-ever High Dynamic Range-enabled Ultra HD TV, the VIZIO Reference Series was built pixel-by-pixel, pushing the boundaries of brightness, color and contrast with Dolby Vision. A Full-Array 800-Nit LED backlight makes for an incredible difference in picture, enabling a wider and more dynamic range of luminance

    Sentiment: Strong Buy

  • The Transmode deal, which is scheduled to close in the third quarter, quickly gives Infinera the metro aggregation core, edge and access offerings it had been lacking, and which it will need as this segment of the metro market takes off over the next year or so. Such products are important as metro 100G emerges because 100G is likely to be used in this environment to aggregate multiple 10G circuits.

    The buy brings Infinera closer to having an end-to-end metro 100G architecture, a strategy that will be more fully realized when the vendor announces another planned product under the metro aggregation banner later this year. Infinera officials say they see an opportunity to put PIC technology into Transmode's products, though the more near-term integration opportunity lies in extending Infinera's software programmability to Transmode's products, including using SDN to enable a common control plane across the different boxes.

    While Infinera to date mostly has focused on long-haul, Transmode almost entirely has focused on metro. Also, Infinera draws more than 75% of its revenue from the Americas, while Transmode gets 82% of its business from the EMEA region. The companies have four customers in common: Windstream, XO, Earthlink and Deutsche Telekom.

    "It's a huge leveraging opportunity," Fallon said on a Thursday morning conference call announcing the deal. "There is an immediate cross-selling opportunity. Having an end-to-end offering will open up new opportunities with existing customers, and with new customers."

    Heavy Reading senior analyst Sterling Perrin said of the pairing, "On paper, the combination looks very good. Management invariably says that acquisitions are completely complementary to existing lines regardless of the reality, but this is a rare case where the statement is actually very true. Product lines, geographies and market segments all add up extremely well in combining Infinera and Transmode."

    Sentiment: Strong Buy

  • Reply to

    Did infn announce Q1 results

    by nyylaltenn Apr 9, 2015 1:06 PM
    byronangel byronangel Apr 9, 2015 1:28 PM Flag

    When numbers are announced early the word preliminary is always spoken. Whatever the final number turns out to be, I can guarantee you that it won't be lower than 185.

    Sentiment: Strong Buy

  • Reply to

    Did infn announce Q1 results

    by nyylaltenn Apr 9, 2015 1:06 PM
    byronangel byronangel Apr 9, 2015 1:15 PM Flag

    The CFO said slightly above $185m. That could mean 185.1 or it could mean 186.

    Sentiment: Strong Buy

  • Reply to

    Did infn announce Q1 results

    by nyylaltenn Apr 9, 2015 1:06 PM
    byronangel byronangel Apr 9, 2015 1:08 PM Flag

    It was announced on the conference call this morning. Go to the INFN web site (investor relations section) and listen to the replay of the call.

    Sentiment: Strong Buy

  • Reply to

    ccall

    by p1turbo2003 Apr 9, 2015 8:42 AM
    byronangel byronangel Apr 9, 2015 12:24 PM Flag

    INFN Q1 sales were slightly above $185m. Q1 EPS is a beat, above guidance, so INFN's margin expansion story remains on track.

    Transmode has a lot of packet optical experience. INFN will benefit from this.

    The deal creates very good cross selling opportunities.

    The deal expands INFN's TAM by several billion dollars.

    PIC technology will be integrated into Transmode products which will obviously expand their capacity and performance.

    The Metro aggregation product that INFN will be rolling out later this year will complement what Transmode already has.

    The Needham analyst commented on the call that he thinks these 2 companies fit well together. I agree.
    Byron

    Sentiment: Strong Buy

  • By Dan O'Shea, Managing Editor, Light Reading

    Facebook Network Hardware Engineer Yuval Bachar appeared at OFC 2015, offering his opinions on a number of optical market topics.

    On Facebook's bandwidth upgrade cycle for its data center networks: "Our data centers are growing by two-times to three-times their size every six to 10 months. We need a bandwidth upgrade every 12 to 18 months, so 40G is not working for us anymore, and we are looking at silicon photonics to take us to 100G, 400G and to 1 Terabit."
    ***********************************************************************************************************

    Facebook could end up being the launch customer for the 1 terabit PIC from INFN.
    Byron

    Sentiment: Strong Buy

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