Lumentum Can Still Thrive
The company has experienced strong growth in 3D sensing and ROADMs, and it is pruning its business of low value-added products (mostly in datacom). It has absorbed the Oclaro acquisition […]
Trade Wars Are Easy To Lose
We are now entering the seriously ‘lose-lose’ part of the trade war, where economic rationality has gone out of the window and parties dig in. While the damage accumulates and […]
The Fed Is Irrelevant
With the US 10-year yield well below the Fed Funds rate, there are good arguments for lower interest rates. On the other hand, with rates and unemployment already very low, […]
Here Is A Memory Player That Is Booming
In the Q2CC, the CFO summed up the quarter as follows: “So I think everything is growing and they are all growing strongly.” And indeed, trade war nor a global […]
EyePoint Pharmaceuticals Is Eyeing 2 Big Market Opportunities
EyePoint Pharmaceuticals has just introduced two new treatments, YUTIQ and DEXYCU, both involve the slow release of steroids to prevent eye infections. Most of the elements for successful market penetration […]
Asure’s Sell-Off Is Overdone – Asure Software, Inc.
The company produced good second-quarter figures, but shares sold off substantially, which is unwarranted in our view. There is a slight reduction in 2019 guidance, but this is immaterial. The […]
Inseego’s Sell-Off Opens An Opportunity
5G is arriving even faster than expected and presents a unique opportunity for the company, and even 4G is booming. Inseego’s SaaS telematics business is turning around, although the revenue […]
Unimpressive Quarter At PAR Technology Corp.
Another quarter with losses, considerable revenue shrink, and without an acceleration of growth in its Brink SaaS software. Management argues that the groundwork has been laid for accelerating growth from […]
IPG Photonics: Another Victim Of The Trade War
Despite a strong sequential recovery, revenues are still down from last year as trade uncertainty and currency movements lead to price erosion bite. After the quarter, things have taken a […]
Pareteum’s Blowout Quarter, But Some Doubts Linger
The company is in hyper growth, although a considerable part is due to acquisitions. Given the markets for CPaaS and IoT/Smart Cities are still in the early innings. We expect […]