The stock is getting butchered, the data center segment is getting the blame.  Should not be a surprise given how AMD is now competing...

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Just like NVDA acquiring ARM, this deal makes a lot of sense for AMD.  It also will increase competition in the sector but also make it ha...

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With CIEN down another 4%+ today, one might well wonder whether to add some shares. These two articles aren't terribly informative, except...

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CIEN beats by 24 cents, but warns of pressure. from marketwatch: Ciena beats FQ3 estimates, warns of continuing pandemic pressure; shares -...

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Jon, On NVDA, I held my breath through earnings yesterday. Beat on revs, earnings, and upped their projections for Q3. Basically static to...

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Sorry for all those typos! I should have reread it right away.  :)

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The NVDA, AAPL, AMZN's for the world baffle me. They are leaders and at some point I probably should have scuked uit up, but I have usuall...

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Jon, Thanks for weighing in. Off the top of my head, and I may be wrong about this, but in watching the options so far, as the stock price...

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Don't think that is bad move. Downside protection, CIEN is very likely to be higher in the longer term if you can hold on a drop. I just s...

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<p>OT - CIEN - The Sept. 11th calls on CIEN stk $61 look to be yielding 4.5 - 5.5%, depending on how you do the calculating, and whe...

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INTC - Announced that 1. It has invented a new transistor technology that will boost cpu power by up to 20%. 2. That comparing 10nm and 7n...

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OT - Cien has announced it's earning report before the bell on Sept. 3rd. Don't want to lose any shares. Need to mull whether buying share...

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<p>OT - INFN - As I wrote, I have been watching their momentum continue apace for quite a while now, and had mulled buying some. Had...

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Wow, quite the reaction to the news! I figured they'd beat by a few cents but the settlement with Huawei was unexpected. Yes, profits are ...

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Jon - Just heard that QCOM not only had a good CC, but has made a deal with Hauwei, so your shares may be taken. Profits are good.  W...

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The calls last week expired since QCOM was <94 so yesterday I sold Aug 21 96 strike for $2.06. Rinse and repeat. Earnings are this week...

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Intel continues to struggle on the manufacturing technologies front.  It has been now more than half a decade of troubles?  For ...

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OT - NVDA - While NVDA has an astronomical PE, I've been holding them for a couple of years, as they just seem to execute near-flawlessly,...

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Needham raised CIEN from hold to buy with a $65 PT - thus the rocket up to $55-$56 level. Fock. I was going to buy back some of my shares ...

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