Opnext Inc. (OPXT)

All Comments on OPXT

  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:21 AM
    My Website
    General Discussion on OPXT
    Is this a buy or a sell? Reply
  • commenter
    Nov 29 01:31 PM
    10GbE Optical Component & SFP+ Modules: This Time It's Different [view article]
    CSCO prints and gives away their stock faster than the rest of us can buy it. CSCO = dilution Reply
  • commenter
    Oct 31 03:07 AM
    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 companies have been combined to form Source Photonics, still held by MRV but will be at least partially spun off in an IPO sometime in the next 14 months. Reply
  • commenter
    Jun 01 10:53 AM
    5 Misconceptions About the 10G Optical Market [view article]
    What are the implications for Avanex (AVNX) and Oplink (OPLK)? Reply
  • commenter
    Mar 15 11:36 PM
    Tech IPOs Opening Much Too Aggressively [view article]
    And if BBND was so HOT, why was it not acquired all these years by giants likes CSCO or Nortel for whom $500-$700 million is pocket change. Reply
  • commenter
    Mar 15 11:32 PM
    Tech IPOs Opening Much Too Aggressively [view article]
    And to the list today's IPO BBND - at current $17.xx price, the market cap is now 1 billion+ and PE is astrnomically high @ 150+ . Talk about the year 2000 bubble.

    And I totally agree with Brian's comments above. People investing in this IPOs are just insanely crazy. They do not look at this numbers and are in a state of denial. Nor they look at the competition. For ex. our high-flier of the day BBND - its closest two competitors OpenTV (OPTV) and Terayon Communication Systems Inc. (Pink Sheets: TERN.PK) are both trading at $2.xx. They both provided equipments to Comcast and are being tested by Comcast for their new IPTV/VOD rollout. Why are they trading at this price if it is such a HOT market like BBND makes you believe.

    Seriously guys, take a look at both OPTV and TERN, their financials and their website, their technology and products, they all look as good.

    So please do not bet and dream that BBND will be your retirement nest egg.
    Reply
  • commenter
    Mar 15 10:28 AM
    My Website
    Tech IPOs Opening Much Too Aggressively [view article]
    Investors are desperate to find a new place to put their high-yield high-risk money. This reflects the lack of business development in America, where investors fight to dump their money in the next big thing. Reply
  • commenter
    Mar 12 09:22 AM
    My Website
    Fiber Optics Market: Benefiting from the Online Video Trend [view article]
    Good article
    Boring chart www.investorhives.com/...
    I'm long since buying between $1.01 to $1.99 but this long, slow period and all this video demand has me considering adding even more. I thought a good correction would give a better price but it seems to be holding up well.
    Kirk out
    Reply

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