Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
June 2017
#11

We're buying another 5000 DSNY at $0.20

Reply

#12

And we're buying another 5000 DSNY at $0.19

Reply

#13

And we're buying another 5000 DSNY at $0.19, these are small orders and one has to take advantage of the ask here.

Reply

#14

We're buying 5000 Cypress Semiconductor (CY) at $13.39

For reasons, see our article from yesterday

Reply

#15
Optical component stocks are back on the rise today, recouping some ground lost in declines yesterday, as D.A. Davidson weighs in anew on the sector. The firm initiated Finisar (FNSR +0.6%) and Applied Optoelectronics (AAOI+4.8%) at Buy, pointing to "compelling" valuations, and started coverage on NeoPhotonics (NPTN -7.3%) at Neutral. It has a target price for Finisar of $40, implying 51.5% upside, and for Applied Optoelectronics of $95, also implying 51% upsideFinisar has a "building presence in China that should drive strong growth" by the end of the year, along with solid OEM partnerships, writes Mark Kelleher. For its part, Applied Opto will see a favorable margin mix shift from smaller form factor transceivers as they grow.

Davidson sees compelling value in Finisar, AAOI; shares rise - Applied Optoelectronics, Inc. (NASDAQ:AAOI) | Seeking Alpha

Reply

#16
Needham rates Lumentum stock as strong buy, along with industry peers Applied Optoelectronics (AAOI), Finisar (FNSR), Infinera (INFN), NeoPhotonics (NPTN) and Oclaro (OCLR). Applied Optoelectronics is poised to benefit from the growth of cloud computing, Henderson said. "We expect strong demand growth over the next several years, as Web 2.0, Big Data, social media and IaaS (infrastructure as a service) companies drive efficiencies through their current and new scaled-out data center footprints," he said. His price target for Applied Optoelectronics is 85. He has price targets for Finisar of 44, Infinera of 14.50, NeoPhotonics of 13, and Oclaro of 14.

Fiber-Optic Stocks Rated Strong Buys; One Gets Big Price-Target Hike | Stock News & Stock Market Analysis - IBD

Analysts are expecting Finisar to ship tens of millions of 3-D sensing units to Apple in the October quarter and that 100G datacom and ROADM line cards business will also be very strong. In addition, the company and the sell-side are both expecting that China will start to rebound shortly. When questioned about DCI supply-demand imbalances, here's what Jerry Rawls, CEO of Finisar, said, "Well, so far, there's still a shortage. And I hear people talk every now and then that says, Oh, well, we're coming close to being supply equals demand, but that's not the behavior we see from the big customers. So -- but it will happen. It's inevitable at some point supply is going to catch up with demand. And our belief is it will happen in calendar year 2018 some time."

Finisar On The State Of The Optical Components Sector

Reply



Forum Jump:


Users browsing this thread: 1 Guest(s)