OPTM

3 posts are filed under this symbol.

Finisar – FY09 Revenue Outlook

July 18, 2008 Post a comment BKHM, FNSR, JDSU, OPTM, OPXT.

Finisar’s Q408 Earnings Call was June 12. Since then the stock has declined nearly 25%, reflecting what we believe is a general dissatisfaction with revenue growth guidance of 10-15%. This guidance appears conservative.

Optical Component Consolidation – Part I

June 4, 2008 1 Comment AVNX, BKHM, EMKR, FNSR, JDSU, MRVC, OPLK, OPTM, OPXT.

Just as the market abandoned hope of consolidation it strikes. The dust has settled from the merger announcement between Finisar and Optium and in plain terms it is a brilliant move. Finisar is already a leader in the industry but this puts them in an even stronger position than before. This series of posts looks at why it is happening, who benefits, who loses, and suggests what is likely to happen next.

Finisar FQ307 Earnings Commentary

March 9, 2007 Post a comment AMCC, AVNX, CSCO, FNSR, JDSU, MSPD, OPTM, VTSS.PK.

Finisar (FNSR) reported revenue Monday evening of $107.5M. No written transcript of the call is available, though a replay is and the company overview was updated. I thought there were three notable announcements.

Navigation

Article Archive by Company

2498.TW AAPL ABVT.PK ADTN ADV.DE AGR AKAM ALA ALTR ALU AMCC AMD AMT AMZN APKT ARW ASVI ATHR ATYT AVCI AVNX AVT BKHM BLS BRCM BT CAT CAVM CCI CCOI CHA CHT CIEN CLWR CMCSA CNXT COGT COMS CRNT CSCO CTLM CVC DELL DISH DLR DT DTV EBAY ELNK EMC EMKR ENTR EQIX ERIC EWJ EZCH FJTSY FLS FNSR FRP FSL FTE FTWR FXI GLBC GLW GND.TO GOOG GRMN HANAD HIT HPQ HSTX IBM IFX IKAN Iliad INFN INTC ITLN JAVA JDSU JNPR KLAC KTC LSI LU LVLT MIPS MOT MRVC MRVL MSFT MSPD MXIM NETL NFLX NOK NSM NT NTDOY.PK NTT NUHC NVDA OCNW OPLK OPTM OPXT ORCL PC PLAY PMCS Q REAL RMBS RNWK S SANM SCMR SFA SI SIMG SIRI SJR SNE SONS STLW T TEF TIVO TLAB TWC TWX TXCC TXN UTSI V VG VOD VTSS.PK VZ WMT WNTG XLNX XMSR YHOO ZL

Search

OPTM

Finisar – FY09 Revenue Outlook

Optical Component Consolidation – Part I

Finisar FQ307 Earnings Commentary

Navigation

Article Archive by Company