Seeking Alpha

Bookham Inc. (BKHM)

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Comments on BKHM

  • Four Updated Below Net Cash Trades [View article]
    Long-suffering holders of SiRF can be somewhat mollified that management has found a partner; one wonders what Broadcom would have... More »
    Comment by Douglas Korthof
    Feb 12 05:53 am |
    Rating: +1 0
  • Four Updated Below Net Cash Trades [View article]
    Nice job, but I wouldn't count your chickens before they hatch (5-10X over next several years). These companies are losing money and it... More »
    Comment by Alan Brochstein
    Feb 11 08:45 am |
    Rating: +2 0
  • 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... More »
    Comment by Andrew Schmitt
    Sep 23 08:37 am |
    Rating: +1 0
  • CIENA and Bookham: A Good Match? [View article]
    yeah, yeah, heard it all before. GLW was supposed to be dead too. i still think it's just a matter of time before the FO sector comes... More »
    Comment by tommybwahahama
    Sep 23 05:46 am |
    Rating: 0 0
  • CIENA and Bookham: A Good Match? [View article]
    Agree with Schmitt on this one. The advantage to being an OEM is you can play one desperate component/module player off of another to... More »
    Comment by Nom De Plum
    Sep 22 11:32 am |
    Rating: +1 0
  • CIENA and Bookham: A Good Match? [View article]
    reasons to be cautious on BKHM: -13.7% operating margin (ttm) only 50mm in cash with -39mm levered free cash flow (ttm) major >10%... More »
    Comment by numinary
    Sep 22 11:03 am |
    Rating: 0 0
  • CIENA and Bookham: A Good Match? [View article]
    I'll clearly admit I don't know the slightest thing about how this business works...but can you explain why "The last thing an equipment... More »
    Comment by LT777
    Sep 22 09:35 am |
    Rating: 0 0
  • 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.
    Comment by Andrew Schmitt
    Sep 22 08:48 am |
    Rating: +1 0
  • Underdog Catcher George Putnam's Long and Short Picks - Barron's [View article]
    They picked some of those names 3 years ago and they have done just nothing but go down, down, down.
    Comment by Ames Tiedeman
    Jul 19 13:20 pm |
    Rating: 0 0
  • Fiber Makers to Benefit From ISP Bandwidth Woes [View article]
    You missed one: MRV Communications (MRVC), which includes Luminent and recently acquired Fiberxon. After the acquisition, the two... More »
    Comment by eegorr
    Oct 31 03:07 am |
    Rating: 0 0
  • Fiber Optics Market: Benefiting from the Online Video Trend [View article]
    Good article Boring chart http://www.investorhives.com/msgd.php?msg_id=379 I'm long since buying between $1.01 to $1.99 but this long,... More »
    Comment by Kirk Lindstrom
    Mar 12 09:22 am |
    Rating: 0 -1