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breinejm

10/29/20 at 7:49 AM CDT Earnings

  Nokia cuts profit forecast and revamps strategy, shares slump 13% Anne Kauranen and Supantha Mukherjee Thu, October 29, 2...

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LongTerm CapGains

10/22/20 at 3:20 PM CDT Earnings

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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LongTerm CapGains

10/09/20 at 10:04 AM CDT News

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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Jam ok

09/23/20 at 1:36 PM CDT Off Topic

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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breinejm

09/03/20 at 7:28 AM CDT Earnings

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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Jam ok

08/20/20 at 4:28 PM CDT Off Topic

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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breinejm

08/18/20 at 12:59 PM CDT Off Topic

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

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breinejm

08/18/20 at 9:12 AM CDT Off Topic

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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Jam ok

08/17/20 at 1:02 PM CDT Off Topic

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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breinejm

08/14/20 at 2:10 PM CDT Off Topic

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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Jam ok

08/13/20 at 2:09 PM CDT Off Topic

<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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Jam ok

08/13/20 at 1:11 PM CDT Off Topic

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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Jam ok

08/13/20 at 1:02 PM CDT Off Topic

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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Jam ok

08/06/20 at 2:50 PM CDT Off Topic

<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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breinejm

07/29/20 at 4:47 PM CDT Off Topic

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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Jam ok

07/29/20 at 3:21 PM CDT Off Topic

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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breinejm

07/28/20 at 9:24 AM CDT Off Topic

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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LongTerm CapGains

07/24/20 at 5:24 AM CDT Off Topic

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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Jam ok

07/22/20 at 2:42 PM CDT Off Topic

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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Jam ok

07/21/20 at 4:49 PM CDT Off Topic

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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