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    1. Optical component stocks, Ciena stage rally


      Thu, 21 Aug 2014

      OCLR +3.6% ), and Alliance Fiber ( AFOP +2.5% ) have all rallied on a quiet day of trading, and so has client Ciena ( CIEN +2.7% ). No news has hit the wires to explain the gains. JDS, Oclaro, and Alliance Fiber all sold off in recent

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


      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 ...

    3. Why Brocade May Be A Good Pickup


      Mon, 18 Aug 2014

      By James Bjorkman : Brocade Represents a Good Opportunity Brocade Communications Systems Inc (NASDAQ: BRCD ) reports its earnings after the close on 21 August 2014. The company's fiscal year ends in October, so this is the third quarter report. Let's take a look at how the company's financials ...

    4. BRIEF-Ericsson in optical network deal with Telstra


      Mon, 18 Aug 2014

      next generation optical network * The agreement includes the supply of Ericsson optical transport equipment and services as well as Ciena packet-optical platforms Link to statement: http://hugin.info/1061/R/1849326/645432.pdf

    5. Ciena higher on vague M&A rumors


      Thu, 14 Aug 2014

      Ciena ( CIEN +1.9% ) is catching a bid following vague M&A chatter. The gains ..... and stated it expects carrier demand to remain soft for several quarters. Ciena fell yesterday in response to JDS Uniphase's weak guidance and cautious

    6. JDS dives amid carrier spending worries; CIEN , FN also off


      Wed, 13 Aug 2014

      component demand "remains healthy with notable strength in Datacom, 100G modulators and China's infrastructure spend." Ciena ( CIEN -2.7% ) and Fabrinet ( FN -3% ) have joined the ranks of companies following JDS lower. Cisco reports after the

    7. Cisco, Ciena , others fall due to Juniper's guidance


      Wed, 23 Jul 2014

      commentary on U.S. telco demand, is taking a toll on fellow telecom equipment suppliers Cisco ( CSCO -1.2% ), Ciena ( CIEN -3.2% ), Cyan ( CYNI -2.5% ), Zhone ( ZHNE -6.5% ) Ruckus ( RKUS -1.6% ), and Sonus ( SONS -3

    8. From Barron’s, March 31, 2014 (Part 2)


      Sat, 29 Mar 2014

      billion. Real beneficiaries of the social-media revolution may be the telecom stocks [carriers VZ, CHL ; equipment makers CIEN , ERIC, ALU, NOK ; component suppliers FNSR, JDSU, AVGO ]. Now, GOOG likes to get its hands into everything, including

    9. Ciena revenue forecast muted as carriers temper spending


      Thu, 12 Dec 2013

      (Reuters) - Network equipment maker Ciena Corp forecast current-quarter revenue largely below Wall Street estimates as its telecom customers held back on spending in the last few months of the...

    10. What a bubble looks like.


      Sat, 16 Nov 2013

      bring up Morningstar's maximum chart on EMC, GLW, JDSU, and CIEN ." Here if a graph for GLW on Yahoo of the 2000 dot com bubble ..... off;source=undefined ; The other three EMS, JDSU, and CIEN look almost the same. Here is a graph for GLW that shows what

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