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Author:

breinejm

Subject:

Earnings

Date:

11/07/18 at 11:35 AM CST

 

 

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Sentiment:

Neutral

infn - wow

I wish I would have been a bit more deliberate about unloading more shares. Wow, this hurts. I might be breakeven on this stock over the past many years now, after being up huge at one point.

Estimates for next Q call for 25% less revenues than analysts predicted and a much larger loss. Wish I had a crystal ball. Can it get back to 10 in next few years? Might be worth holding if so, but right now also looking like losing customers and tech may not be as good as it once was.  They might even struggle to make it through next few years if trend holds up.

LT, do you have any thoughts?

Jon, Lt cap,

Yes, any weigh-in by Lt would be appreciated. Hard to parse just how dire things are - dead money for a while, or forever?  If you find that 'crystal ball' Jon, see if there's another Palantir for me.

Also, I'm not sure why you're writing CIEN calls before the CC, rather than after it. I'm kind of expecting a better CC than not, given the momentum. Your bet would suggest that you're locking in profit ahead of the CC, yes?


Agr :0

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Author:

Jam ok

Subject:

Earnings

Sentiment:

Neutral

Date:

11/07/18 at 12:51 PM CST

Regarding CIEN, just keeping my pattern going. My shares are cost avg of ~25 so just under $35 would be a great selling price, and if it drops before then and if I can buy the options back and still profit, I will do that. But this appears to be a very sustained run up, something I was not necessarily expecting.  Of course, Iwill still have half my shares so I am ok with it.


Agr :0

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None

Author:

breinejm

Subject:

Earnings

Sentiment:

Neutral

Date:

11/07/18 at 1:35 PM CST

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