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1.  ADCT up +21% 
Oclaro customer, ADCT lead the sector today, up +21% on the biggest volume this year. I guess they did something good. What was it? I would take a look, but I have to go the Happy Hour.
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   9-Feb-10 05:48 pm
 
2.  Re: LW: Finisar expects record third-quarter revs 
You are settin' a fine example by actually READING. Everyone on the board should try it. FNSR up +7% AH on 90k shares. They grew revenues +14% sequential ly...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   9-Feb-10 05:41 pm
 
3.  Re: OCLR chart UPDATE 
That is a beautiful Daily Double, and it went on to be a 2-month 5-bagger. And people say the markets are "efficient". Well, not always!
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   8-Feb-10 01:48 pm
 
4.  Re: Corporate governance 
Investor277, Thanks for that compilation. Very interesting. Can you post it on the OCLR board too? Not much of substance over there, but we try to keep the board alive. Your post would help. The MRVC board...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  MRV Communications Inc.
  lou_gubrious   8-Feb-10 12:51 pm
 
5.  Re: OCLR chart UPDATE 
Sean, Ditto on that. While they bash the indexes around, I believe Chartiste's good TA gives us our best clue as to what is really going on in the trading of OCLR shares...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   5-Feb-10 01:04 pm
 
6.  Re: Wow. Merry Christmas OCLR! 
December is useless, ancient history. Bumping it is pointless. We are way beyond that now. The December Q is in the books, and we have to worry about the future, not the...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   5-Feb-10 12:59 pm
 
7.  Re: Cloudy picture at OPXT 
Thanks to all for the good analysis on OPXT. They are at the bottom of the sector right now, down (7%). Their shares are getting pretty cheap. A quick comparison of December Q run-rate...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   5-Feb-10 12:46 pm
 
8.  Re: 40G & 100G 
<<“Typically, the financial vertical is the first industry that has the financial means and the applications to warrant the use of 40G.>> We have to believe that 40G and 100G are the...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   5-Feb-10 12:11 pm
 
9.  Re: Some easy math 
Pharm, Thanks for the analysis. I agree your numbers are good, but maintaining +10% sequential growth for ten straight quarters would be a miracle, IMO. CSCO just...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   4-Feb-10 12:42 pm
 
10.  Re: JDSU CC as it relates to OCLR 
River, Well said. Thanks for the JDSU update and o pinions.
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   4-Feb-10 12:10 pm
 
11.  Re: Will CSCO news help OCLR?? 
CSCO was BKHM's traditional number 3 customer at about 10% of revenue. Oclaro's more critical mass should help to maintain a good relationship with CSCO. Perhaps a post-recession largesse will overtake CSCO's corporate...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   4-Feb-10 12:06 pm
 
12.  Re: CSCO sees a dramatic sales improvement 
CSCO is back on the sequential growth track with +9% booked, and up to +5% in the current Q. Long-term intact: <<The company's long-term goal remains at 12 percent to 17 percent sales growth per year ...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   4-Feb-10 11:52 am
 
13.  Chinese buy into EMCORE&&39;s optical 
It looks like Oclaro has new competition: <<Mr. Richards stated, "This recapitalization allows the Fiber Optics business to aggressively expand its business penetration to major OEM...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   3-Feb-10 03:57 pm
 
14.  Re: CSCO reports tonite; OPXT tomorrow 
Thanks for the heads-up. So far, JDSU and OPLK have said, "no growth". If OPXT says the same, OCLR really must be doing something right.
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   3-Feb-10 03:44 pm
 
15.  Re: Analyst Opinion - OCLR 
There seemed to be more intense analyst interest on the CC this time. Maybe somebody has the guts to upgrade. Everyone who has ever been bullish on the sector is gunshy. They have all...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   3-Feb-10 11:58 am
 
16.  Re: F2Q10 JDSU 
JDSU is apparently guiding flat revenues in the current Q. Anyone following JDSU, please give us your take on their results. We should note OCLR guided up t o...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   3-Feb-10 11:50 am
 
17.  Re: nice results for jdsu 
No fireworks, but JDSU is holding up OK. Probably a good thing. EMKR has sold off part of it's fiber optics business. We need to take a look at that.
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   3-Feb-10 11:34 am
 
18.  Re: OCLR chart UPDATE 
Chartiste, Thanks for the update. The December Q and current Q guidance are all laid out for the world to see. No sell-off on the news is good, IMO. I think TA is our only guide for now, so keep...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   2-Feb-10 08:16 pm
 
19.  Re: Oclaro ER 2/1/2010 
Clyd, Thanks for the analysis and outlook. Revenue growth is indeed amazing. Xtellus was not even included. All organic. I'm going to take another look at the...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   2-Feb-10 07:11 pm
 
20.  Re: lou_gubrious 
Hi, Clive, As I remember it, you are in the UK from before BKHM's redomicile. As you can see, we now have an incorrigible juvenile delinquent on the OCLR board. If you continue to post good stuff, he will steal your ID too, so read all ID's VERY...
Business & Finance > Investments > Stocks (A to Z) > Stocks O  >  Oclaro, Inc.
  lou_gubrious   2-Feb-10 06:50 pm
 

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