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Andrew Schmitt » Comments » AVNX

  • Reading Between the Lines To Spot the Next Cisco [View article]
    I'd like to read the paper Yishai but cannot find it. Please post a link or contact me through the contact form on my site.

    nyquistcapital.com
    May 11 14:07 pm |Rating: 0 0 |Link to Comment
  • Reading Between the Lines To Spot the Next Cisco [View article]
    Nice article.

    The answer is pretty simple. The inventory is still there, it just isn't at Cisco. It's sitting on the supplier shelves as they now have to stock buffer inventory so their customers can have lean inventory. Worse yet, it is sitting on a distributor shelf and the supplier is paying points for it.
    May 10 19:58 pm |Rating: 0 0 |Link to Comment
  • Finisar Meets Luxtera at Gilder Telecosm [View article]
    I think you are wrong on FNSR. I used to think the same but have corrected myself.
    Oct 17 12:13 pm |Rating: 0 0 |Link to Comment
  • Finisar Meets Luxtera at Gilder Telecosm [View article]
    My article should read 1550, not 1310. Theoretically it could work at 1550. Is this the help you needed?

    How are you Bill?
    Oct 16 14:57 pm |Rating: 0 0 |Link to Comment
  • The End of Telecom As We Know It and I Feel Fine [View article]
    If you have it all figured out why waste your time talking to us?
    Oct 12 17:48 pm |Rating: 0 0 |Link to Comment
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