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Oclaro, Inc. Message Board

mediahound100 5 posts  |  Last Activity: Jan 6, 2015 11:08 AM Member since: May 1, 2002
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  • Reply to

    2015 support

    by bongoman1170 Jan 1, 2015 7:17 PM
    mediahound100 mediahound100 Jan 6, 2015 11:08 AM Flag

    I don't think management can sell at these levels - too much threat of litigation given prior valuations. This is a train wreck of a company, but there's still the remote chance that the sector pulls it up. 100G has to take off at some point, too many business and consumer forces at work for it not to - it will be a sudden and lemming-like process. Whether OCLR will be able to benefit or be around to benefit is another question.

  • Reply to

    100G Mania

    by mediahound100 Dec 2, 2014 2:59 PM
    mediahound100 mediahound100 Dec 9, 2014 11:32 AM Flag

    Go right ahead - ignore this prediction at your peril. The ingredients are all there - delayed capex means a coiled spring of demand for 100g, the demise of cable and other legacy delivery makes public eager for upgrade, the absence of other compelling tech stories, the super-long drought of unprofitability yet OCLR now is re-loaded, both product- and people-wise, etc.
    And what will be the match that lights it all? CONSOLIDATION.

    What's the matter with you guys? It's all obvious. When the hype-meisters get a hold of this, rationality simply won't matter.

  • mediahound100 by mediahound100 Dec 2, 2014 2:59 PM Flag

    Here comes global demand for a much larger pipe, plain and simple. Forget fundamentals. It will be just like the Tulip Bubble.

  • Reply to

    First Time in Years a Run-up After Earnings

    by mediahound100 Nov 5, 2014 12:30 PM
    mediahound100 mediahound100 Nov 5, 2014 12:59 PM Flag

    Keep shakin

  • This stock, quarter after quarter, went down 25%, and sometimes 50%, after every earnings announcement. This time it's different. The posters who are trashing to stock recently sound like they are simply shaking the tree to see who's weak enough to fall off. Hold on to this, kids, I still think this stock has the potential to do something crazy - and crazy good. Look where we are with global internet infrastructure and 100G mania looks like a real possibility.

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