Volatility Index from 11.8 to 17.91 in 3 trading days.
Zhone has solid financials should be rising in this cheap energy environment which boosts cash and profits of customers, resellers, and Zhone. This company is trading 30%-50% below fair value.
Corning and ZHNE signed a joint selling agreement. Temple distributor signed with ZHNE to distribute Corning+ZHNE Fiber to Enterprise Customers.
ZHNE CEO previously was brought in to sell 5 previous telecom companies which he sold to large networking corporations including to Cisco.
Is Corning preparing to acquire ZHNE?
Orders for Large Trucks is Strongest in 8 Years. his is a Key Leading Indicator used by Alcoa says CNBC (Jim Cramer on Mad Money)
Fed Beige Book Reported Widespread US Job Gains.
Bullish for oversold techs such as AMD
From news article:
Leaked Performance Numbers Of AMD's R9 390X: Should Nvidia Be Worried
There is some light at the end of the tunnel for AMD, though, and it seems to have cracked the high power consumption of its previous generation graphics cards too. Leaked benchmarks that appeared recently on the Chip Hell forum here, claim to show that a yet unknown graphics card is over 15% faster than Nvidia’s GeForce GTX 980, yet consumes only 12W more power on average.
According to CNBC The Cyber Monday Revenue Grew 23.2% at EBAY expanded 14.1% at AMZN. Market total through Cyber Saturday Grew 33%.
Channel Advisor reported this on CNBC "Fast Money" show
In news today Samsung Galaxy 7 just doubled DRAM Content to 2GB in specs at FCC shown on Geeky Gadgets site...DRAM Tailwind.
Apple must play catch-up on performance
Here's a large parent from outside the technology industry who bought assets of Oplink optical company. Large corporations record high profit and cash this year are driving record high acquisitions. Is Zhone the next to be bought
Oplink Jumps 14% on Buyout by Koch Brothers; Here Comes Consolidation, Says RBC
Barrons Tech Trader Daily
November 19 2014 1:47 PM ET
Shares of fiber optics component maker Oplink Communications (OPLK) are up $2.93, or almost 14%, at $24.18, after the company this morning agreed to be bought by conglomerate Koch Industries, the privately held enterprise of the Koch family for $24.30 per share in cash or $411.5 million.
The deal is actually being carried out by a Koch subsidiary, Koch Optics Inc and Oplink will be managed by another subsidiary Molex, the connector maker that Koch acquired last December.
Molex’ head of business development Tim Ruff remarked that “Oplink will significantly expand Molex’s fiber optic capabilities for technology development and new product innovation.”
In a note to clients this afternoon Mark Sue of RBC Capital Markets thinks the deal is a sign of looming consolidation in optical:
We believe the entrance of a well-capitalized buyer from outside the traditional optical space changes dynamics and may increase the pace of industry consolidation that has been foreshadowed the past year [...] Current fab utilization rates remain low with over-capacity with optical component vendors unable to charge a premium for their innovation. Gross margins are currently weighed by competitive pressures with optical component makers willing to cut pricing to account for high fixed costs, weighing on overall industry profitability. Finisar (FNSR), we believe, may be a net consolidator of optical assets, while JDSU (JDSU) as well as smaller players like Oclaro may be net sellers of assets. A large well-capitalized competitor like Koch Industries could change industry dynamics turning once buyers into potential sellers.
WHY DOES CISCO KEEP LOSING MARKET SHARE ? CISCO CONTINUES TO MISS OR GUIDE DOWN.
CISCO OLD TECHNOLOGY IS DYING PER CNBC FAST MONEY SAID "THIS IS OLD TECH".
CHAMBERS NEEDS TO LEAVE.
Many technology companies in Wintel PC Servers Networking are BEATING+RAISING estimates....
I guess he's been busy meeting with Corning. Rock on Mr. CEO and give us your Sales Revenue Upside Guidance. That Corning partnership has significant potential !
FBN Charles Payne: Since 1942 Years ending in "5" Market is Up 25% Average and Years 5+6 Market is Up 37.6%....2015 Better GDP Jobs Energy. Cheaper Gas and Oil is Correlated 87% with Higher Corporate Profit.
CNBC Bob Piisani Video : Record Earnings, 9.7% Near-Record Margin, 39th SP High This Yr, Unemp fall. Nikkei Up on Delayed Tax, DR Horton Home Orders Up 38%