I think your point about not wanting to purchase from a customer that will be bankrupt or sold is a good point. I've been following this MB for a while and this is good commentary.
Thanks for the clarification. Their website isnt very clear. My background is in accounting and sometimes I have to go over to the optics çollege to get this stuff explained.
I was having a hard time differentiating Fiberlan from their new MKX F product. When I looked at the applications they seemed identical. I guess I should edit things and make the distinction that FIberlan and MKXF are two different things and Fiberlan will possibly be a 100 million a year business in 5 years.
Thanks for reading my article, I have been a shareholder since 2013 and am conflicted over the growth prospects that arent materializing.
I think short term minded investors fail to realize that in 7 years Gilead will have earned the current price of the stock. If they could let that sink in and compare it to Netflix which will take 335 years to earn what the stock price is worth now, which would you want to own?
Sentiment: Strong Buy
Don't blame ya for selling out. It's hard to stay invested in a company that is highly dependent on customer budgets. Fiberlan still isn't even 10% of sales, the predictions of FIberlan seem to be exuberant at best. My hope is they get taken out $2.50+ not a lofty hope, but attainable.
It looked more like an open market buy by a board member. We will see in the form 4's really soon if it was.
The weak Q3 allowed management to cut opex and improve margins with the better product mix in MXK-F and fiberlan, so that once revenue returns to normal levels 28-32 million, the profitability will be in the .03-.05 range. The only headwind is ZHNE's international exposure, I think global macro such as oil, and severe currency moves has a dramatic effect on the spending by zhnes international customers. Nine month revenue for europe africa and middle east ending sep in fiscal 15 was 27 mill vs 42 mill in fiscal 14. These customers could be waiting for their budgets to delpoy MKX-F and we may see it in Q4.
I think Peter Chang speaking on the conference calls detracts some credibility from AFOP. When he speaks I have trouble understanding him and then Hubbard has to rephrase the same information in clear English. Maybe have a spokesperson for the CC.