OCLARO sold to Lumentum. We just got our OFC surprise news. I think someone else steps up - I think there are better combos than $LITE $OCLR
t
The long thesis on this move is interesting - if the Chinese want to rule the world they need our technology - this is our leverage to force them to change - part of this change is to “really” open their markets and one of these areas would be competition to wow-weigh - the competition would buy $lite’s products - just going to take sometime to sort it all out - in the mean time the buildout of 5g continues elsewhere and $lite sells products into these efforts
A. Schmitt tweet: Jerry Rawls $FNSR - Lumentum $LITE has a bigger market cap than we do and and that gives them the flexibility to buy Oclaro $OCLR #OFC18 OSA Executive Forum
Looks as if this comment indicates there likely will be no counter offer from FNSR.
t
I’m really wondering how this affects $lite for more than one qrtr regardless. On the telcom side they are overbooked so any decrease by one vendor means the supply is just redirected to another vendor that is waiting for product. On the phone side, it’s all about volume and given they are in just about every high-end phone if Apple sells less and xoami sells more they still produce the same amount of chips.....
at $5B market cap this is way undervalued ! if $ACIA is somehow worth $2.8B , $LITE and Oclaro are much larger outfits worth more like $10B , especially with 5G ramp up. $100 stock ,ore like $150 not $70
Wall Street firm claims $LITE called asking firms to cut Dec qtr due to $AAPL pulling in demand in front of the Sept 1 tariffs. If accurate, bad for many others in supply chain. I sold $LITE earlier as I got more cautious but at some point will buy back for 2020 opportunities.
#Lite er Up, I agree with your synopsis re VFF. I believe the defining strength of a company is its leadership. As in…Buffet, Ma, Jobs/Cook, Bezos. Each one of these leaders were not only dynamic chance takers they were also very transparent in their forward looking. I put DeGiglio in this category as well. His track record since 1987, speaks for itself. Going forward VFF will be a MAJOR player in the HEMP industry. To me it will be a much larger than the ‘Marijuana Field’ no pun intended. I’ve have family in BC & have driven by the huge well maintained facility in Delta, really eye popping! I recently attended the MoneyShow in Las Vegas and the Cannabis Investing Event, was standing room only with people lined up at the door trying to hear the presentations. Not one investor in the room had heard of VFF. so when the news gets out and that could be at very, very soon, they’ll be in the same $ as Canopy + $40.00 ++. jmho glta
Will be red tomorrow for tech sector particularly electronic supplier and semi sector, ripple affect of Apple cutting Q revenue estimate by 8% from just announced last month due to lagging sales in China & Asia. Apple suppliers like $SWKS, $LITE, $MU, $CY will feel the pain. Tiny Donnie was proud and took credit for China economic and global downturn, but the ripple and time eventually arrive and now it will hit home. If the China trade deal is off – recession, if the trade deal is reached it would probably take 2 Qs to recover.
Hopefully good news by Dr Su at the CES will keep AMD afloat & rising. GLTA.
Andrew Schmidt "OCLARO sold to Lumentum. We just got our OFC surprise news. I think someone else steps up - I think there are better combos than $LITE $OCLR
Goldman Sachs analyst Rod Hall says the expanded U.S. case against Huawei could ding Lumentum (NASDAQ:LITE), which attributed 13% of its Q2 sales to Huawei.Hall also sees potential damage to Qualcomm'
Goldman Sachs analyst Rod Hall says the expanded U.S. case against Huawei could ding Lumentum (NASDAQ:LITE), which attributed 13% of its Q2 sales to Huawei.Hall also sees potential damage to Qualcomm'
seekingalpha.com
A
AAOI wooow CNBC report uptick in data center buying, Zacks saying positive earnings this low float stock could explode, $LITE $CSCO $NPTN should take advantage of cheap buyout here
Austria-based 3D imaging supplier AMS becomes the latest Apple (AAPL +1.8%) supplier to cut its guidance, citing “recent demand changes from a major consumer customer.” AMS says the “increasing volat
Austria-based 3D imaging supplier AMS becomes the latest Apple (AAPL +1.8%) supplier to cut its guidance, citing “recent demand changes from a major consumer customer.” AMS says the “increasing volat
unbelievable how dumb this market is. without the fiber optics components, nothing would work ! or would work the old dial up way ! we are few months ahead of 5G roll out and they treat these stocks like coal ! The recent consolidation $LITE and $OCLR will be challenges by large fund holders, the value is way higher then the bid is !AAOI has a market cap of 540M. ACIA 1.8B they have the same revenue and profits! I guarantee you larger players will get involved, why is CSCO sitting on such pile of cash and passing by on these bargains ? They could by all of them combined ! THE SECTORE IS WAY UNDERVALUED ! Oclaro will sell for $18 not $10, $ACIA will return to 60 with 70%short float it will be quick !
Why Apple's new iPhones will look very different...
Why Apple's new iPhones will look very different...
www.forbes.com
B
I am in the camp that the merger should not be approved by the Chinese and break apart. Oclaro is worth more then 1.8B and now suffering because of the $LITE rug pull. Even $ACIA with 350 employees and mediocre financials compare to Oclaro is almost $2B . Where the heck are the activists. Oclaro is a mess of several fiber optics companies merged together , bookham, Avanex, and bunch of other little ones, it’s criminal that they just hand everything over to $LITE, the pathetic old JDSU ! Targets on Oclaro alone were in $11-14 take out price, here we are at pathetic $7bucks. Any ideas how this mess will end ?
Maintains MKM Partners Buy USD 107 » USD 114
Target Raised by Rosenblatt Securities Buy USD 105 » USD 110
Target Raised by Craig Hallum Buy USD 100 » USD 120
Upgraded by D.A. Davidson Buy USD 100 » USD 110
Target Raised by Northland Capital Outperform USD 90 » USD 107
Target Raised by Morgan Stanley Equal Weight USD 75 » USD 84
Target Raised by B. Riley Equal Weight USD 99 » USD 109
Maintains Raymond James Financial Outperform USD 98 » USD 90
OCLARO sold to Lumentum. We just got our OFC surprise news. I think someone else steps up - I think there are better combos than $LITE $OCLR
Jerry Rawls $FNSR - Lumentum $LITE has a bigger market cap than we do and and that gives them the flexibility to buy Oclaro $OCLR #OFC18 OSA Executive Forum
Looks as if this comment indicates there likely will be no counter offer from FNSR.
Wall Street firm claims $LITE called asking firms to cut Dec qtr due to $AAPL pulling in demand in front of the Sept 1 tariffs. If accurate, bad for many others in supply chain. I sold $LITE earlier as I got more cautious but at some point will buy back for 2020 opportunities.
https://finance.yahoo.com/news/iphone-x-may-stay-220800408.html
Hopefully good news by Dr Su at the CES will keep AMD afloat & rising.
GLTA.
7:19 AM - 12 Mar 2018 from San Diego, CA