schmitt

http://www.nyquistcapital.com

50 Comments

    • Ciena Corp: No Longer A Value Play [view article]
      Guys, at least get the proper spelling of Ciena right in the title. Sep 23 09:47 AM
    • 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
    • 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
    • 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 07:46 PM
    • 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 07:43 PM
    • ADTRAN, Inc., Q1 2008 Earnings Call Transcript [view article]
      Excellent transcription work. Please tell whoever did this that they did a good job.

      And as always, the transcripts are a great resource.       Apr 15 10:06 PM
    • Where Are Emcore's Commercial-Sized Orders? [view article]
      I'm inclined to listen to what you have to say Mr. Left but re-distributing someone else's intellectual property without license is a pretty stupid mistake. Do you have the permission that the document demands?

      "Jefferies & Company, Inc. research reports are disseminated and available primarily electronically, and, in some cases, in printed form. Electronic research is simultaneously available to all clients. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of Jefferies & Company, Inc."

      Big mistake.       Apr 15 09:02 AM
    • Durable Goods Report: Cautious Stance on Communications Equipment [view article]
      Neat data.

      You could also look at it and conclude whenever the moving average of orders touches the shipment line, there is growth in shipments, which would imply GS made the wrong call.

      Do you have a link to the data discussed?       Mar 28 12:37 PM
    • Cisco CEO Chambers Sees 'Short Term' Weakness - How Does He Know? [view article]
      Chambers met with Bernanke 2 weeks ago. Source: todays WSJ. Feb 07 10:50 AM
    • A Tough Market Shouldn't Detract From Apple's Value [view article]
      Carl- in a world where everyone pretends they are an Apple analyst (note there are at least 10 SA articles this morning) you have credibility. But as I have said, Apple is a highly discretionary consumer products company and when consumer spending hits the skids, so does Apple. Macro trumps all. Jan 23 09:57 AM
    • Xilinx F3Q08 (Qtr End 12/31/07) Earnings Call Transcript [view article]
      The new paged format for conf call transcripts is frustrating. It makes it impossible to quickly search the text for a keyword - like "Telecom".

      I know the goal is more pageviews but advertisers notice these things....       Jan 21 02:30 PM
    • CES 2008: My Opinion and Perspective [view article]
      The OLED's were there last year. They are amazing but they are old news. Jan 17 10:26 AM
    • Ikanos Communications: How Big is The VDSL Market? (Part IV) [view article]
      FTTN customer in North America could be Embarq. Jan 14 01:58 PM
    • Where Is The Real Opportunity To Benefit From Carrier Ethernet? [view article]
      Indiana... sorry. Oct 25 11:48 AM
    • iPhone Lockup and Apple's True Colors [view article]
      Perhaps the SDK and OS wasn't ready... like I said it will be interesting when they show their true colors.

      It never fails to amaze me how followed Apple is.       Oct 01 05:52 PM
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