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Wisdom vs. Information
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Wisdom vs. Information does not imply that I believe I am wise; I humbly seek to distinguish between plentiful information and rare wisdom. I am a reformed lawyer and serial entrepreneur, with a few years of oil and gas industry experience as well. I am a disruption nerd, constanly searching for... More
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  • Buying Finisar on the Way Down 0 comments
    Mar 9, 2011 12:18 AM | about stocks: FNSR
    Finisar got crushed after hours after excellent, no, great earnings and disappointing guidance. Too many ROADMs in inventory in China, and some surprising order weakness from China in general. Maybe there was a little weakness otherwise, but still guiding ~29% year over year next quarter. Figure they sell over a billion next year while maintaining 17% net margins at 20 PEx and I see 45 to 50 per share. And that is conservative. So, I will be buying FNSR on weakness. Might bounce tomorrow, might grind down all quarter, either way, once I see a little life in the hourly chart I will be a buyer.

    Disclosure: I am long FNSR.

    Additional disclosure: Long for over a year, will be long photonics for at least another year
    Themes: tech Stocks: FNSR
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