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Sorted by: Date | Top Results
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| 1. |
You&&39;ve been waiting 
For all who've been waiting for my take on the
stock: Another poor qtr Dead money for the near future
Don't rely on the big cash position with such
big negative cash flow Btw. I'm hearing that Opxt
was the...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Opnext, Inc. (OPXT)
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dimitrov_roman |
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5-Feb-10 12:01 am |
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| 2. |
Re: ARTG price set at $3.50
Yes, the price is 3.50 for 25 Mio shares
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Art Technology Group (ARTG)
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dimitrov_roman |
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4-Feb-10 11:55 pm |
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| 3. |
Re: ARTG price set at $3.50
Why do you need to hold them for two weeks? Who is
your broker?
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Art Technology Group (ARTG)
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dimitrov_roman |
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4-Feb-10 09:40 pm |
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| 4. |
Earnings OK, guidence soft
Good earnings, but still no revenue growth. Still the
same range of 30-34Mio for next qtr. Mot enough capacity
right now plus short qtr (12 weeks vs. 14 weeks previous
qtr) + Chinese New year. Stock will be...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Oplink Communications Inc (OPLK)
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dimitrov_roman |
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29-Jan-10 01:12 am |
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| 5. |
Re: Oplink reports no growth
Until OCLR demonstrated an ability to be GAAP profitable
on consistent basis the stock remains an speculative
trading vehicle. Companies are supposed to genera
te...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Oclaro, Inc.
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dimitrov_roman |
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29-Jan-10 12:55 am |
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| 6. |
Ready for earnings
Earnings are out on Jan 28. Few things to remember:
Biggest customer Huawei and TLAB (good earnings from
this one on Jan 26). Both are doing very good. Stock
is down $3 from the peak in...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Oplink Communications Inc (OPLK)
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dimitrov_roman |
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26-Jan-10 05:08 pm |
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| 7. |
Compare to WFR
It's hard to get good numbers about their competitors.
One can make a comparison to a Si supplier like WFR.
WFR is mature business and sapphire is still growing,
but at least we...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubicon Technology, Inc. (RBCN)
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dimitrov_roman |
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21-Jan-10 01:30 am |
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| 8. |
Re: Technical breakdown trading in the 16.30&&39;s
I can see OPLK establishing a channel between 16-18
(or 15-18). Demand for FO stuff is going up. One can
make a point that other players (OCLR, JDSU, OPXT,
etc) are more...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Oplink Communications Inc (OPLK)
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dimitrov_roman |
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14-Jan-10 05:39 pm |
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| 9. |
Looking back
Over the last few weeks we established a base for OPXT.
At this point it seems like we hit a bottom around
$1.75-$1.80. The FO market is coming back (all co
mpetitors...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Opnext, Inc. (OPXT)
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dimitrov_roman |
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12-Jan-10 05:31 pm |
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| 10. |
Re: Going in at 16.50
Going back into the stock aggressively around 15.50-16.60
now. Putting back 25% position. Would buy another
25% around 16-16.25.
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Oplink Communications Inc (OPLK)
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dimitrov_roman |
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12-Jan-10 01:42 pm |
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| 11. |
Re: Am I crazy?
Sold at 5.25 on the open. Out of BZH. Good luck to
everyone.
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Beazer Homes USA, Inc. (BZH)
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dimitrov_roman |
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7-Jan-10 04:16 pm |
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| 12. |
Re: Going in at 16.50
Starting to trim the position at 17.75
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Oplink Communications Inc (OPLK)
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dimitrov_roman |
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7-Jan-10 01:52 pm |
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| 13. |
Am I crazy?
I got some shares in the secondary hoping to sell them
for few cents gain (if things go well). Am I craz
y?
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Beazer Homes USA, Inc. (BZH)
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dimitrov_roman |
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7-Jan-10 12:27 am |
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| 14. |
Going in at 16.50
Expect to revisit the highs around $18.25 in the next
4 weeks before earnings
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Oplink Communications Inc (OPLK)
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dimitrov_roman |
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19-Dec-09 05:28 pm |
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| 15. |
Re: Who is going to buy
Nobody
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Oplink Communications Inc (OPLK)
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dimitrov_roman |
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13-Nov-09 02:26 pm |
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| 16. |
What to do now with OPXT
Thankfully I had no position in OPXT during today's
beating. Above $3 the stock was priced for a good
qtr and guidance. This company is a serial dissapointer.
They bought...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Opnext, Inc. (OPXT)
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dimitrov_roman |
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10-Nov-09 06:41 pm |
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| 17. |
Earnings
Just browsing quickly over the results. Nothing special
this time. No reason to buy or sell I guess. JDSU
and OCLR did better this time. Getting to $2 will
be tough in this market. Probably...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Opnext, Inc. (OPXT)
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dimitrov_roman |
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9-Nov-09 04:14 pm |
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| 18. |
buy again at $2
2-2.25 and I'm ready to jump in again
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Opnext, Inc. (OPXT)
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dimitrov_roman |
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29-Oct-09 01:41 am |
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| 19. |
Re: Selling
It seems like we may see the low $14 by the time OPLK
reports earnings this Thursday afternoon. We are gonna
have lower expectations going into the call. I like
that and will...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Oplink Communications Inc (OPLK)
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dimitrov_roman |
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26-Oct-09 07:15 pm |
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| 20. |
need objective opinion
I see that the guidance for the next qtr is 87-92Mio.
Then I see that the qtr is a week longer. Does that
mean that we actually have flat revenue if use same
number of weeks? Any...
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Ocular Sciences, Inc. (OCLR)
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dimitrov_roman |
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23-Oct-09 01:35 am |
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