OT - Suddenly, over the last several days, CIEN has reversed itself from sinking to the $41 range after a great earnings report (after it ...

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Glad the outage was temporary.  Good to hear from you guys.

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And.........We're back!  Good to see you all again. Thanks to Rod. And I agree with Jon about CIEN. Which is why I didn't write calls...

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Thanks for the head's up. Not sure I want shares called in mid to upper 30's. I think CIEN should be >40, but I understand the macro an...

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OT - CIEN - The huge jump in call premiums for the earnings release on June 6th is the June 7th calls - up to ~$1.50 from May 31th's ~.50 ...

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INFN is not only a boken stock, it is a broken company.  Management has been totally inept for the past year and a half, probably lon...

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OT - Holy crap! INFN down 30% on poor outlook and CFO resigning, to about $3.60/sh. And I was bummed because INTC is down almost 5% again ...

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<p>OT - At the bottom of this article on CIEN is an analysis of NOK's performance and problems.</p> <p><a href= " ">f...

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Not sure if anyone ever took a flyer, but AQ agreed to be acquired by MRVL.   Semiconductor company Marvell Technology Group Ltd...

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lt cap, The funny thing about the blurb I read on the news of earnings, is that their projections for rev/earnings in 2020 are well above w...

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NOK management completely MIA.  Posts a loss, and continues to excuse its execution.  Simply inexcusable. Wonder if Suri will be ...

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OT - ERIC STOCKHOLM (Reuters) - Ericsson posted a first-quarter profit on Wednesday that swept past forecasts due to strong growth in...

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OT - NOK BRUSSELS (Reuters) - German car parts maker Continental and French rival Valeo have joined Daimler and Bury Technologies to ...

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Wow. It is amazing what happens to a stock when you announce $2/share in earnings potential. QCOM is going to dominate 5G chips for the next 5-...

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OT - Ugly day for NOK - down 5%+ on Goldman's downgrade from neutral to sell. Said they think there's more downside to consensus estimates...

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<p>lt cap,</p> <p>Agreed - unlikely they'd make a felicitious outcome of it. But I'm sure they could screw it up worse.&...

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You guys know that from time to time I have stated my preference for Dividend over buybacks, in part because buybacks have a checked record as comp...

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It looks like Alcatel was not exactly keeping the books on the up and up.  Nokia has quantified the hit, it will be ~$125M, so not si...

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OT - NOK - Getting beaten badly on a bad market day. The story I read wasn't very clear about the reason, but it appears to relate to some...

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