… this ), and to embrace software-defined networking. 2) Startup Arista has launched a high-density switch that ( aided by FNSR optics) can handle 96 100G or 1152 10G ports in an 8-slot chassis. 3) Huawei has launched 16-slot switches that can handle …
… s $2B/year capex budget cuts for 2014 and 2015. CSCO -1.8% AH. CIEN -2.5% . RVBD -1.4% . JDSU -3.4% . FNSR -1.3% . TLAB -1.6% . Many of these companies had surged last November when AT&T set lofty 2014/2015 capex targets …
… international carriers can't be hurting. CSCO +2.5% . CIEN +6.4% . JDSU +4.6% . ALU +4.6% . FN +4.8% . FNSR +6% . PKT +4.2% . RKUS +4.2% . JNPR +3.9% . CAVM +3% . INFN +2.9% . OCLR +4% . SONS +2.5% . 2013 has …
… morning's weak NFP report certainly isn't helping matters. JDSU -5% . CVLT -6.1% . EZCH -4.5% . INFA -3.9% . QLIK -3.9% . MLNX -3.6% . CAVM -8.5% . RKUS -5% . FTNT -3.9% . FNSR -6% . Post your comment!
… the networking giant promises "future routing and switching line cards" will also rely on them. JDS, Oclaro, and Finisar ( FNSR +0.1% ) have all been pressured by concerns over the adoption of silicon photonics tech, but opinions vary about the near …
… 6B). Vodafone and France Telecom's plans to build a fiber network in recession-hit Spain might not be hurting either. FNSR +6.6% . ALU +2.9% . JNPR +2% . OCLR +4.8% . CIEN +1.5% . JDSU +1.5% . ALLT +3.3% . ERIC +1.2 …
By Small Cap Generalist : The optical space has been a tough market for a very long time as the capex bubble of the late 90's resulted in a dearth of spending in the core telecom infrastructure. The industry has witnessed fits and starts for most of the past decade as various regions experienced ...
Notable earnings after Thursday’s close: AMBA , BPZ , FNSR , HRB , MED , P , SKUL , SQNM , WDAY , WPRT , ZQK Post your comment!
… a major way is higher after the optical component/test equipment firm beat FQ2 estimates and issued healthy FQ3 guidance . FNSR +10.8% . OCLR +10.5% . NPTN +4.3% . OPLK +4.7% . EXFO +6.6% . XXIA +1.9% . Telecom equipment makers are …
… optical security/performance products -4% (+11.7% prior). JDSU +7.1% AH. CC getting started ( webcast ). FNSR +4.3% . OPLK , OCLR , NPTN , and XXIA could also rally. ( PR ) ( slides ) ( fact sheet ) Post your comment!