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ADCT: carrier 4Q is bypassing
ADTN &
ADCT (
CTV?) but, according to
ADCT, hitting electronics equip. 4Q looks good for some networkers
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ADCT's conference call was brutal, don't see carrier spending improving until 2011; not much of a sales job,
IMO sandbagging
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did everyone hear a dif
CSCO CC than i did? that was bearish guidance folks, 24 PEx indefinitely; telcom up 7% def good for telcom NWing
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CIEN /
NT: 390M cash, ~130M stock (10M shares), 2X Rev, add 100M annual OpEx, another 50M for transaction costs; proforma looks good
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CIEN has been concentrating on 100G b/c telcoms had been demanding; recently telcoms demandschanged, so 40G bridge was desirable, thus
NT
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Pickens lieing about NG on bloomberg. long haul OTR NG semis are horrendously inefficient b/c they must stop much more often
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ron paul on bloomberg satellite
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sarkozy and merkel on banks: those of you who insist the EU is not fascism have been proved wrong
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lotsa buzz on the Kessler WSJ article about communications; unfortunately kessler is wrong, WiFi is clean b/c no one is on it, not for long
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"Japan pulls out of recession" is like feelling lucky you did not die when you totalled your car and broke your leg
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OPWV trading around close after hours, missed slightly and flat guidance, but expecting big things from mobile devices soon
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tyler durden bashing GS live on bloomberg, great stuff
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given GE's cash flow i expect the selling to change to buying soon
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inventory restocking finally restarts and we are supposed to be excited that INTC's nonGAAP EPS was only down 37%?
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the Great Depression never ended because cap ex was flat, not because consumers were not properly 'stimulated.' Keynes was wrong, dumb
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SI back up to $68: i told you so
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T Boone is saying the price of NG will not go up immediately if semi's switch; sure, but it WILL go up, a lot! that is why TB invested in NG
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XOM's new gas field production in Canada is bad news for NG prices
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the only way to get job growth "back on track" is to lower the regs and taxes that are discouraging capex. stupid politicians
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be sure to check out Heidi Moore utterly destroy Felix Salmon and Matt Taibbi on Felix's Reuters blog, great stuff
