Andrew Schmitt

JDS Uniphase Corp. F1Q10 (Qtr End 10/03/09) Earnings Call Transcript

You've got the date in the title in Euro format

Occam Networks: The Future Looks Great

Note the RUS money must be spent by Sept '09, not '10. The provisions of the bill indicate all money must be allocated by Sept '09 unless specifically said otherwise and while there is a clause in the 4.5M Dept of Commerce section there is no such clause in the Dept. of Agriculture RUS plan.

Occam Networks: An Obama Broadband Winner

Excellent article.

Carriers will be selecting vendors not only on technical merit, but also their history working with the USDA rural broadband programs.

One thing not mentioned is the fact Occam has extensive experience (positive and negative) fulfilling business under the Dept. of Agriculture programs. Navigating these complex programs is a core competency for them and isn't something that can be quickly learned by competitors.

How 100 Gigabit Ethernet Markets Will Differ from 10

"... any new fixed-function chip like an ASIC or ASSP will increasingly need multiple vendors over which it can recover nonrecurring development costs, which was not true five years ago."

And the problem is that Cisco is 60-70% of the market, they use ASICs, and will always use ASICs for high volume applications so long as they are 60-70% of the market.

Ciena Corp: No Longer A Value Play

Guys, at least get the proper spelling of Ciena right in the title.

CIENA and Bookham: A Good Match?

Sorry for being flip. Nom de Plum described it well. Unless vertical integration results in a unique benefit (like Infinera) then it is of no value in the existing competitive environment.

CIENA and Bookham: A Good Match?

You clearly don't understand how this business works.

The last thing an equipment company wants is an optical company.

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 mind the 10G market has organic growth too - one needs to look at market share gains as well as simple organic market growth.

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 FNSR.

ADTRAN, Inc., Q1 2008 Earnings Call Transcript

Excellent transcription work. Please tell whoever did this that they did a good job.

And as always, the transcripts are a great resource.

Where Are Emcore's Commercial-Sized Orders?

I'm inclined to listen to what you have to say Mr. Left but re-distributing someone else's intellectual property without license is a pretty stupid mistake. Do you have the permission that the document demands?

"Jefferies & Company, Inc. research reports are disseminated and available primarily electronically, and, in some cases, in printed form. Electronic research is simultaneously available to all clients. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of Jefferies & Company, Inc."

Big mistake.

Durable Goods Report: Cautious Stance on Communications Equipment

Neat data.

You could also look at it and conclude whenever the moving average of orders touches the shipment line, there is growth in shipments, which would imply GS made the wrong call.

Do you have a link to the data discussed?

Cisco CEO Chambers Sees 'Short Term' Weakness - How Does He Know?

Chambers met with Bernanke 2 weeks ago. Source: todays WSJ.

A Tough Market Shouldn't Detract From Apple's Value

Carl- in a world where everyone pretends they are an Apple analyst (note there are at least 10 SA articles this morning) you have credibility. But as I have said, Apple is a highly discretionary consumer products company and when consumer spending hits the skids, so does Apple. Macro trumps all.

Xilinx F3Q08 (Qtr End 12/31/07) Earnings Call Transcript

The new paged format for conf call transcripts is frustrating. It makes it impossible to quickly search the text for a keyword - like "Telecom".

I know the goal is more pageviews but advertisers notice these things....