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  • Winners and Losers in the Optical Communications Market
    on Sep 05, 2006 • ABVT, ADTN, AGR    
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  5. Andrew Schmitt on What Will It Take for Finisar to Reach the High End of Revenue Guidance?: Kris - yes you are correct. $135M ->$200M. It is big but keep in... more »
  6. Andrew Schmitt on What Will It Take for Finisar to Reach the High End of Revenue Guidance?: I am sorry to say I forgot to include my disclosure, yes I am long... more »
  7. Kris Tuttle on What Will It Take for Finisar to Reach the High End of Revenue Guidance?: Hey Andrew, It would be more useful to see the absolute growth in... more »
  8. Kirk Lindstrom on What Will It Take for Finisar to Reach the High End of Revenue Guidance?: Andrew You were long Finisar a year ago (Finisar was about $4) and... more »
  9. Ames Tiedeman on Optical Component Market Consolidation – Part I: AVNX, FNSR, the whole lot of them are in the tank and have dome... more »
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  11. bob4this on Vitesse Semiconductor: Conference Call Reassures: Malkiel: Yes, I believe they will not only survive but... more »
  12. borisb on Broadcom Enters FTTH Chipset Market: BRCM portfolio momentum is picking up speed but the stock... more »
  13. taro76w on Broadcom Enters FTTH Chipset Market: Great article, interesting move by BRCM. Iamba BTW, citing cash... more »
  14. Mohanr on iPhone's Second Version Will Pose the Real Threat: Wow! what an accurate prediction this has turned out to be.. Apple... more »
  15. Scott Berry on Internet Traffic Growth Does Not Matter: I'm with you Andrew, and have had similar discussions with Andrew... more »