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    1. BofA/Merrill, Bernstein duel over Alcatel-Lucent

      Headlines

      Thu, 28 Aug 2014

      assuming a valuation of 2.6x sales (similar to Cisco/ Juniper 's multiples). He's less positive on Alcatel's optical ..... to blame, and that the market continues to grow. Cisco and Juniper have each reported their carrier router sales have been hurt

    2. Finisar drops on cautious analyst notes; peers also off

      Headlines

      Wed, 27 Aug 2014

      also trading lower. JDSU -1.8% . INFN -1.6% . CYNI -2.4% . AFOP -1.5% . CAVM -1.4% . ZHNE -1.6% . Juniper and multiple component vendors have already reported seeing soft near-term capex trends. For component vendors, a decent

    3. Why Ciena Is Set To Move Up From Here

      Headlines

      Tue, 26 Aug 2014

      Influenced by concerns from Cisco Systems (NASDAQ: CSCO ), Alcatel-Lucent (NYSE: ALU ) and weak results from Juniper Networks (NYSE: JNPR ), investors are forgetting that Ciena was confident in June that it would benefit from strong order flows

    4. InsiderInsights.com Daily Round Up 8/21/14: RSG, PDI, OPK, TJX

      Headlines

      Fri, 22 Aug 2014

      Oncomed Pharm (NASDAQ: OMED ); Inovio Pharm (NYSEMKT: INO ); TJX Companies (NYSE: TJX ), and; Juniper Networks (NYSE: JNPR ). Insider trades were considered Insignificant at: Saexploration (NASDAQ: SAEX ); Pimco Corporate

    5. Optical component stocks, Ciena stage rally

      Headlines

      Thu, 21 Aug 2014

      sold off in recent weeks ( I , II , III ) after providing disappointing guidance in their calendar Q2 reports. JDS (like Juniper following its Q2 report) observed soft North American wireline capex is pressuring industry sales. Post your comment!

    6. Infinera: As Optical Networking Grows, So Too Does The Upside

      Headlines

      Tue, 19 Aug 2014

      By Helix Investment Research : In late July, Goldman Sachs highlighted 25 small-cap stocks that have upside of over 25% relative to the bank's 12-month price targets. Since then, we have been following several companies on the bank's list; chief among them is Infinera (NASDAQ: INFN ). Based in ...

    7. From Barron’s, August 18, 2014 (Part 2)

      Commentary

      Sat, 16 Aug 2014

      image sensor maker OmniVision [ OVTI ; bid from Chinese Hua Capital may improve; pg 13]; summer discount deals [ BBT, COP, JNPR , UTX ; pg 17]; commercial janitorial services ABM Industries [ ABM ; pg 19]; Schlumberger [ SLB ; cover story; grew quickly

    8. New Morningstar Analyst Report for Cisco Systems Inc

      Stock Reports

      Fri, 15 Aug 2014

      years despite increasing competition from HP, Brocade, and Juniper . The status quo is still the first option for mission-critical ..... Cisco faces increasing competition in switches from HP and Juniper ; gross margins could deteriorate if Cisco is forced to reduce

    9. BP gives OK for Juniper gas project off Trinidad and Tobago

      Headlines

      Thu, 14 Aug 2014

      has given approval for its Trinidad and Tobago subsidiary to proceed with its Juniper natural gas project , which BP expects to produce ~590M cf/day of gas. Juniper , estimated to contain 1.2T cf of gas, lies offshore Trinidad and Tobago

    10. Cisco slumps in spite of target hikes; peers also off

      Headlines

      Thu, 14 Aug 2014

      selling off. Cisco's numbers follow a soft outlook from JDS Uniphase , and coincide with light guidance from Oclaro . ALU -1.6% . JNPR -1.8% . FN -7.4% . ZHNE -2.1% . EZCH -3.8% . Prior Cisco earnings coverage 1 comment!

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