Seeking Alpha

Andrew Schmitt » Comments » FNSR

  • CIENA and Bookham: A Good Match? [View article]
    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.
    Sep 23 08:37 am |Rating: +1 0 |Link to Comment
  • CIENA and Bookham: A Good Match? [View article]
    You clearly don't understand how this business works.

    The last thing an equipment company wants is an optical company.
    Sep 22 08:48 am |Rating: +1 0 |Link to Comment
  • What Will It Take for Finisar to Reach the High End of Revenue Guidance? [View article]
    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.
    Jul 20 19:46 pm |Rating: 0 0 |Link to Comment
  • What Will It Take for Finisar to Reach the High End of Revenue Guidance? [View article]
    I am sorry to say I forgot to include my disclosure, yes I am long FNSR.
    Jul 20 19:43 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
More on FNSR by Andrew Schmitt
Comments by Ticker
Andrew Schmitt's
Comments Stats
54 comments
Rating: 2 (5 - 3 )