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    1. From Barron’s, May 13, 2013 (Part 1)

      Commentary

      Sat, 11 May 2013

      cyclical stocks are JCI, BWA, CAM, NE, MRO, SLB, RDC, TYC, DHR, GE, ROK, MCHP, LLTC, ADI, XLNX, MOLX, CSCO, QCOM, JDSU , JBL, MWV, APD, DOW, PX, FCX . Or use the ETFs – materials XLB , industrial XLI and energy XLE . Or use the cheaper call

    2. JDS Uniphase ( JDSU ): FQ3 EPS of $0.10 misses by $0.01. Revenue of $405.3M (+0.5% Y/Y) misses by $12M. Expects FQ4 revenue of $420M-$440M, below $448.4M consensus. Shares +1.2% AH after falling 7.3% ...

      Headlines

      Wed, 1 May 2013

      JDS Uniphase ( JDSU ): FQ3 EPS of $0.10 misses by $0.01 . Revenue of $405.3M (+0.5% Y/Y) misses by $12M . Expects FQ4 revenue of $420M-$440M, below $448.4M consensus. Shares +1.2% AH after falling 7.3% in regular trading. ( PR ) Post your comment!

    3. Notable earnings after Wednesday’ s close: [[ALL]], [[ARI]], [[ARR]], [[ATML]], [[ATO]], [[ATW]], [[AXLL]], [[AXTI]], [[BKD]], [[BMR]], [[CACI]], [[CAR]], [[CBS]], [[CJES]], [[CNQR]], [[CSOD]], ...

      Headlines

      Wed, 1 May 2013

      DVR , DX , DXCM , DXPE , EDMC , ESS , EXPD , EXXI , FB , FNF , FRT , G , GLUU , GNK , GTAT , HNSN , HR , IPI , IPXL , IVR , JDSU , KIM , LNC , LOCK , LVS , MAC , MAR , MET , MUR , NAVB , NGD , NLY , NTRI , PHH , POL , PRU , PSE , PXD , QUIK , ROVI , SAM

    4. Telecom equipment and optical component makers fall in AH trading in response to Juniper's revenue miss and light Q2 guidance, and (in what's arguably the bigger news) AT&T's $2B/year capex budget ...

      Headlines

      Tue, 23 Apr 2013

      bigger news) AT&T'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

    5. New Morningstar Analyst Report - Veeco Instruments

      Stock Reports

      Tue, 23 Apr 2013

      in July 2008. Before joining Veeco, Peeler was president of the communications test and measurement business at JDS Uniphase JDSU . He previously had been CEO of Acterna, which was purchased by JDS in 2005. CFO David Glass joined Veeco in January

    6. Adtran's ([[ADTN]] +13%) Q1 beat is contributing to strong gains in telecom equipment, chip, and component stocks, as investors take it as another sign of improving telecom capex going into earnings ...

      Headlines

      Wed, 10 Apr 2013

      remarks about strong demand from both U..S. and 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

    7. The bloodletting in enterprise IT and telecom equipment names that followed F5's March quarter warning yesterday afternoon has spread, with some telecom component/chip names now among the companies ...

      Headlines

      Fri, 5 Apr 2013

      chip names now among the companies getting hit hard. This 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

    8. JDS Uniphase ([[ JDSU ]] -1.4%) and Oclaro ([[OCLR]] -1.7%) are off modestly after Cisco (CSCO) announces a 100G silicon optical transceiver it claims offers a 70%+ cut in space/power needs relative to ...

      Headlines

      Mon, 18 Mar 2013

      JDS Uniphase ( JDSU -1.4% ) and Oclaro ( OCLR -1.7% ) are off modestly after Cisco ( CSCO ) announces a 100G silicon optical transceiver it

    9. Telecom equipment and component makers trade higher after China Mobile (the world's largest carrier) forecasts a 49% Y/Y increase in capex in 2013 to a hefty RMB190.2B ($30.6B). Vodafone and France ...

      Headlines

      Thu, 14 Mar 2013

      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% . Post your comment!

    10. Light At The End Of The Tunnel For Emcore

      Headlines

      Thu, 14 Mar 2013

      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 ...

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