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FNSR - Finisar - Deel 2

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  1. gustaaf1e 18 januari 2007 22:31
    oh, dat bedoel je. Dacht dat je je vergiste met GTCB, dat nu rond de $3 doet.
    Een doorlopende order (totdat je 'm cancelled) noemen we dat hier.
    G
  2. [verwijderd] 18 januari 2007 22:35
    quote:

    1gustaaf schreef:

    oh, dat bedoel je. Dacht dat je je vergiste met GTCB, dat nu rond de $3 doet.
    Een doorlopende order (totdat je 'm cancelled) noemen we dat hier.
    G
    ja, maar beetje standaard term hoor.. alleen hier word ie met gtcb verward
    =)
  3. [verwijderd] 6 februari 2007 16:21
    biz.yahoo.com/seekingalpha/070205/260...
    SeekingAlpha
    Expecting Selling Pressure On Finisar
    Monday February 5, 9:49 am ET

    Notable Calls submits: Citigroup is somewhat cautious on Finisar (NasdaqGS: FNSR) saying that while the company remains their top stock pick for the next 12-month based on its strong potential upside to $5, they expect most of the stock appreciation in 2007 to occur in the second half of the year. Firm's checks indicate the January earnings report will likely look a lot like the October report. That is, weaker than consensus revenues at the low end of the guidance and lower than consensus revenue guidance somewhat offset in earnings by strong GMs driven by high end products that are performing well. They believe the same issue that impacted October revenues is still a problem -- low end LAN/SAN (particularly SAN) inventory in the EMS channel.
    ADVERTISEMENT
    [AD]

    Citi's thesis regarding strong CY2H 2007/FY1H 2008 financial and stock performance hinges on the ramp with Cisco in 10G modules for Cisco's enterprise switching line. They believe Finisar has already started to ship 10G SR (short reach standard for single-mode fiber) products to Cisco and is about one month away from full qualification on the much larger 10G LRM (long reach standard for multimode fiber) opportunity.

    Reiterates 12-month price target of $5 and Buy rating on FNSR but thinks in the next month or so the stock will likely pull back to $3 or slightly below. Frm would likely be aggressive buyers anywhere below $3. At $3 the stock would be trading at just 11.5x CY 2008 EPS of $0.26.

    Notablecalls: Expect to see some selling pressure on FNSR over the next couple of days

    ------------------------

    Opmerking, citigroup was erg bullish
    dit artikel is niet van citigroup zelf maar van een hedge fund
    maar kan zeker beteken dat shorts willen gaan coveren na een dip
  4. [verwijderd] 6 februari 2007 16:48
    quote:

    1gustaaf schreef:

    Zo te zien slaagt deze poging om de koers naar de $3 te sturen.
    G
    je, daar wil ik ook weer kopen
    heb GTC dik onder 3$ inliggen sowieso
    maar die verwacht ik niet te krijgen
  5. [verwijderd] 6 februari 2007 19:32
    quote:

    jossie13 schreef:

    Eerst de cijfers Q3 op 5 maart zien. Ik hou niet zo van voorspellingen.
    het is en blijft een groeimarkt, in vergelijking met competitie ondergewaardeerd
    zeer sterke IP portfolio (en DTV judgement hangt nog)
  6. gustaaf1e 13 februari 2007 20:12
    FNSR
    Finisar Corporation NASDAQ-GS




    Back to Headlines | Previous Story



    (OTC: LUCE) Revenue Climbs 310% - Earnings Up 466%

    NOTE TO EDITORS: The Following Is an Investment Opinion Being Issued by the IO Circuit

    LAKE HARMONY, PA -- (MARKET WIRE) -- 02/13/07 -- Lucas Energy, Inc. (OTCBB: LUCE), a U.S.-based independent oil and gas company, announced record financial results for the third fiscal quarter ended December 31, 2006.

    To read the complete release, go to biz.yahoo.com/pz/070212/113566.html

    Other active stocks are Biogen Idec Inc. (NASDAQ: BIIB), Finisar Corporation (NASDAQ: FNSR) and ChipMOS Technologies (Bermuda) LTD. (NASDAQ: IMOS).


  7. [verwijderd] 20 februari 2007 19:32
    De aanloop naar 5 maart is gestart. Vlak ervoor verkopen of houden en weer eens de cijfers naar beneden zien gaan ondanks redelijke resultaten?
  8. [verwijderd] 28 februari 2007 16:18
    Weer plukje gekocht op 3,17

    shorts weet iets kleiner
    csco had goede cijfers, outlook FNSR was vlak, maar juist daarom kans op verassing

    TA steun 3,105 en 3,11
    maar veel MMs in bied op 3,15 en 3,14
  9. [verwijderd] 1 maart 2007 22:06
    Finisar Delivers Industry's First Multi-Protocol, 6 Gb/s SAS/SATA Analyzer and Tester
    3:24 PM EST March 1, 2007

    Finisar Corporation (NASDAQ: FNSR), a technology leader in fiber optic and test-and-measurement solutions for high-speed data networks, today introduced the 6 Gb/s SAS/SATA (Serial Attached SCSI/Serial ATA) analyzer and tester, which is incorporated into Finisar's industry leading Xgig(R) testing platform. This comprehensive testing platform provides critical monitoring, analysis, and testing of products and systems for all major storage protocols including Fibre Channel, iSCSI, and SAS/SATA. Xgig is the only platform that provides both multi-protocol support and line rate monitoring up to 10 Gb/s. Additionally, the tool offers enhanced triggering capabilities, data tapping with nominal impact on signal quality, and a trace buffer of up to 16 GBs. These combined capabilities simplify both problem identification and resolution, reducing design time and improving time-to-market.

    SAS and SATA are emerging protocols which replace older disk drive standards and are expected to grow into a multi-billion dollar hard disk drive market. SAS replaces Parallel SCSI drives and SATA brings cost-economies to desktop and server-class disk drives that are extremely attractive. As networks become increasingly complex it becomes even more critical to ensure that mixed SAN environments operate in a coordinated and efficient manner. Introducing new protocols into existing Fibre Channel SANs creates multi-protocol environments that increase network complexity and make it exceedingly difficult for developers to identify and troubleshoot problems.

    The 6 Gb/s Xgig analyzer and tester allows developers to directly and easily correlate interactions among the leading storage protocols, enabling tracing of commands as they cross devices and protocols. Xgig's enhanced triggering capabilities capture traces throughout the SAN, providing a wider correlation to facilitate more comprehensive identification and faster location of problem sources. Xgig then fine tunes the diagnostic information collected, resulting in faster problem resolution. Xgig can acquire SAS/SATA traffic with nominal impact on signal quality based on its innovative data tapping technology, thus minimizing its intrusiveness on SAN operations.

    "We are excited to bring forward a break-through product that addresses every major storage protocol at every line speed, including the latest 6 Gb/s SAS/SATA standard, in a robust, unified platform," said Paul Hansen, vice president of marketing for Finisar. "Competitive test platforms can typically support only a single storage protocol at a time, requiring a separate analyzer for each protocol in use. This increases production costs and lengthens overall design and development cycles. Our heritage and expertise in high-speed serial protocols, and more importantly, the ability to support multiple protocols in a single platform, provides our customers with investment protection and a critical edge in today's competitive environment."

    The Xgig storage test tool platform with 6 Gb/s SAS/SATA analyzer and tester is currently sampling. Orders can be placed now for delivery in May 2007. For more information about Finisar's proven solutions for storage network testing and optimization, visit www.finisar.com or contact a Finisar Solution Expert at 1.408.548.1000 or sales@finisar.com.
  10. gustaaf1e 5 maart 2007 22:22
    Finisar Reports Preliminary Third Quarter Financial Results

    SUNNYVALE, CA -- (MARKET WIRE) -- 03/05/07 -- Finisar Corporation (NASDAQ: FNSR), a technology leader in gigabit fiber optic solutions for high-speed data networks, today reported preliminary financial results for its third fiscal quarter ended January 28, 2007.

    The Company is not providing detailed GAAP or non-GAAP financial results for the quarter at this time. The preliminary non-GAAP financial metrics presented below do not reflect any adjustments that may be needed as a result of the Company's voluntary review of its historical stock option grants and associated accounting and should be considered preliminary until such time as the Company files its quarterly report on Form 10-Q for the third quarter of fiscal 2007.

    NON-GAAP FINANCIAL METRICS - THIRD FISCAL QUARTER ENDED JANUARY 28, 2007

    -- Revenues of $107.5 million were approximately the same as in the prior
    quarter and up 16.3% from the third quarter of the prior fiscal year. These
    results compare to management's revenue guidance of $108-$112 million for
    the quarter.

    -- Revenues continued to be impacted by excess inventories of short
    wavelength transceivers on hand at certain customers, primarily for SAN
    applications, and sales of those products were down $7.1 million from the
    previous quarter; however, sales of products for metro-telecom applications
    rose by a like amount in the third quarter.

    -- Non-GAAP gross margins improved significantly in comparison to the
    first half of the fiscal year due to a favorable shift in the optics
    product mix toward 10Gig and metro-telecom applications. Non-GAAP gross
    margins exclude stock compensation expense and certain other charges,
    mostly of a non-cash nature.

    -- Cash and short-term investments, plus other long-term investments
    which can be readily converted into cash, totaled $135.9 million at January
    28, 2007, up from $130.0 million at the end of last quarter. The Company
    has classified certain of its investments as long-term based on its intent
    to hold these securities until maturity, although they can be readily sold
    if required.

    "We are disappointed that for the first time in 14 quarters our revenues did not grow sequentially," said Jerry Rawls, Finisar's President and CEO. "The culprits were excess inventory of short wavelength transceivers and 10G parts supply limitations. Nevertheless, we were pleased with the strong demand for our 10G, 40Gig, and metro-telecom products. Shipments of 10G and 40Gig products totaled $11.6 million in the third quarter, up 44% from the second quarter and more than double from one year ago. More importantly, the favorable shift in product mix helped us significantly improve our third quarter gross margins over both the first half of the year and the previous quarter."

    NASDAQ LISTING UPDATE

    As previously announced, on December 14, 2006, the Company received a Staff Determination letter from the Nasdaq Stock Market indicating that the Company was not in compliance with Nasdaq's continued listing requirements due to the delay in the filing of its quarterly report on Form 10-Q for the period ended October 29, 2006 and, therefore, that its common stock was subject to delisting from the Nasdaq Global Select Market. On February 15, 2007, the Company appeared before a Nasdaq Listing Qualifications Panel to present a plan for regaining compliance. The Panel has not yet rendered a decision. Pending the Panel's decision, Finisar's common stock will continue to be traded on the Nasdaq Global Select Market.

    While the Company is committed to completing the voluntary review of its stock option grant practices as quickly as possible, it will not be able to complete this review in time to file by March 9, 2007 its quarterly report on Form 10-Q for the quarter ended January 28, 2007. As a result, the Company intends to file a Form 12b-25 with the Securities and Exchange Commission stating that it will be unable to file until its review has been completed.

    CONFERENCE CALL

    Finisar plans to review its preliminary third
  11. [verwijderd] 5 maart 2007 22:28
    ik had ze er vanmiddag uit gedaan oa omdat er nog 20mln shorts waren
    ben erg benieuwd naar straks en morgen.. marktsentiment zit shorters mee
    als ie onder 3$ komt morgen dan 2,50-70 mogelijk

    meet 10gig/40gig en hogere marges=significant nieuws
    verwacht bij geen positieve marktreactie(INDIEN)
    een laatste goede koopkans komende 6-8 weken

    dus we zien wel
  12. gustaaf1e 6 maart 2007 19:15
    Deutsche Bank Reiterates Finisar Corp. At Buy With $5 Price Target

    (RTTNews) - Deutsche Bank Reiterates Finisar Corp. (FNSR) At Buy With $5 Price Target

    Zegt genoeg. Doe op tijd uw voordeel.
    G
  13. [verwijderd] 26 maart 2007 15:00



    Finisar Sign Deals To Acquire AZNA, And Kodeos Communications - Update [FNSR]

    3/26/2007 8:05:10 AM Monday morning, Finisar Corporation (FNSR), a provider of optical subsystems and components, revealed that it has entered into agreements under which it has agreed to acquire all of the outstanding equity interests in AZNA, LLC, based in Wilmington, Massachusetts, and Kodeos Communications, Inc., based in South Plainfield, New Jersey.

    The Sunnyvale, California headquartered Finisar said that the agreement with AZNA was signed on March 23, 2007, and the purchase will be completed on March 26, 2007. The company said it has agreed to acquire the equity interests in photonic components manufacturer AZNA for $19.7 million in initial consideration comprised of $2.7 million in cash and two convertible promissory notes in the principal amount of $15.6 million and $1.4 million that will be payable, at Finisar's option, in cash or in shares of Finisar common stock.

    Additional consideration of up to $1.8 million in cash may be paid to certain interest holders subject to meeting certain conditions during the first year after closing. Finisar also assumed a line of credit totaling $1.5 million at the time of closing. The company had revenues of $6.7 million in calendar 2006.

    Finisar said the agreement with Kodeos was signed on March 15, 2007, and the acquisition is expected to be complete on or about April 5, 2007. Finisar will acquire the equity interests in Kodeos for initial consideration of about $7.0 million in cash. Finisar may be required to pay additional consideration of up to $2.5 million in cash to certain equity interest holders contingent on the achievement of certain financial and technical milestones. In addition, Finisar may pay up to $1 million to current Kodeos employees for achievement of certain milestones.

    Finisar said that the acquisitions widen its product lines primarily for telecom applications while adding key technologies involving advanced modulation and electronic signal processing for extending the reach and tunability of transceivers and transponders for telecom and datacom applications.

    FNSR closed Friday's regular trading session at $3.31.

    Dirk
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