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