FNSR crushed, watch $JDSU $OCLR $OPLK $CIEN

ypm968 · 发表于 2011-6-15 04:03 PM

本帖最后由 ypm968 于 2011-6-15 13:05 编辑

Finisar Drops 16% On FYQ4 Revenue Miss, Weak Q1 View
Juniper: MKM Cuts Target To $39; Enterprise Transition Bumpy
EMAILPRINTPERMALINK

By Tiernan Ray

Shares of fiber optic vendor Finisar (FNSR) have been halted ahead of the company’s fiscal Q4 earnings report, expected shortly.

Update: The company reported Q4 revenue that missed estimates, but profit per share that was in line. The company offered a forecast for Q1 that missed analyts’ estimates.

Revenue in the three months ended in April rose nearly 26%, year over year, to $236.9 million, yielding EPS of 33 cents, excluding some costs. Sales were down almost 10% from Q3′s level.

Analysts had been modeling $242.8 million in revenue and 33 cents EPS.

Gross profit margin, on an adjusted basis, was 34.2%, higher than the year-earlier 32.6%, and better than the company’s expectation for 32% to 33%, helped by improved manufacturing yields. Margin was down from Q3′s level of 34.7%.

Finisar expects fiscal Q1 revenue in the three months ending in July to be in a range of $221 million to $236 million, well below the average $252 million estimate. EPS is expected in a range of 16 cents to 20 cents, versus the current estimate for 36 cents.

The results are affected by the company’s acquisition of Ignis, a Norwegian maker of tunable lasers.

Finisar had announced that deal on March 22nd. That deal will boost revenue this quarter by $6.5 million, while reducing Finisar’s gross margin, and also its operating profit, the company said.

Finisar still expects the deal will add to profit in the first year from the close of the tender offer, it said.

Mind you, some reports tonight may also cite the Q1 view excluding Ignis results. On that basis, Finisar expects revenue of $215 million to $230 million, and adjusted EPS of 17 cents to 21 cents. It’s not immediately clear how many Street estimates have fully factored the Ignis contribution into their revenue projections.

Finisar’s conference call with analysts begins at 5 pm, Eastern, and you can catch it here.

Finisar shares are set to resume trading at 4:30 pm, Eastern.

Update 2: Finisar shares have resumed trading and are now down $2.08, almost 12%, at $15.75 down $2.74, or almost 16%, at $14.99.

Shares closed down $1.31, or 7%, at $17.73 during the regular session.

yaobooyao · 发表于 2011-6-15 04:14 PM

本帖最后由 yaobooyao 于 2011-6-15 16:14 编辑

ypm968 发表于 2011-6-15 16:03
Finisar Drops 16% On FYQ4 Revenue Miss, Weak Q1 View
Juniper: MKM Cuts Target To $39; Enterprise Tr ...

maybe this will be a new normal for the coming ER season.

Missed, or forecast lowered and alerted.

I wish I still have kept the shorts as you do.

ninemao · 发表于 2011-6-15 04:15 PM

明天科技股会有sell presure 吗？

sfbayarea · 发表于 2011-6-15 04:18 PM

对不起那个谁有fnsr的MM啊。

ypm968 · 发表于 2011-6-15 04:25 PM

yaobooyao 发表于 2011-6-15 13:14
maybe this will be a new normal for the coming ER season.

Missed, or forecast lowered and ale ...

No pain, no gain

ypm968 · 发表于 2011-6-15 04:29 PM

ninemao 发表于 2011-6-15 13:15
明天科技股会有sell presure 吗？

Nasdaq己经第一个跌破200天均线了

wolfdoctor · 发表于 2011-6-15 04:42 PM

ypm968 发表于 2011-6-15 17:29
Nasdaq己经第一个跌破200天均线了

我觉得很多人没有意识到问题的严重性。等到大家开始发现，没有了QE，经济还是从前那个经济，那时大家就已经在watchman预言的箱形熊市里了。
不知道这里有多少人还记得watchman提到的那个箱形熊市？
可惜watchman现在不出现了。。。

Ed02 · 发表于 2011-6-15 05:00 PM

wolfdoctor 发表于 2011-6-15 17:42
我觉得很多人没有意识到问题的严重性。等到大家开始发现，没有了QE，经济还是从前那个经济，那时大家就已 ...

Could you provide the link to Watchman's post? Thanks.

cdmawcl · 发表于 2011-6-15 05:08 PM

Fiber companies got so much hypo this year (partially due to smartphone/LTE effect). I do not think they deserve that much high price, well, i think the price does not make sense for most of Chinese internet companies, same as linkedin, facebook, etc., but hell, there are always speculators..

Fiber companies do not have lots of weight on technology sector. it is a bad news, but i do not think it's a devasting news for tech sector. If big players in smartphone (the fastest growth area in tech) give disappointed ERs, then it will be bloody..

cdmawcl · 发表于 2011-6-15 07:03 PM

it is important to see ERs from apple, qcom, htc for next Q's guidance.

智慧型手机产业下半年一马当先，宏达电、联发科都认为下半年传统旺季可期，宏达电直言「今年是个好年」，联发科也认为「公司回到正常轨道」。个人电脑（PC）需求则相对黯淡，宏碁、联电等保守因应。

宏达电、联发科、宏碁、联电等200家上市柜股东会昨（15 ）日登场，在台积电董事长张忠谋率先喊出「下半年景气走势比预期弱」之后，市场关注各产业动向。根据昨天指标企业释出的展望，手机等通讯应用优于PC，成为普遍共识。

宏达电执行长周永明表示，日震造成的供应链缺货危机已过，公司备货回归正常，基本面没有改变，一切都在轨道上，下半年展望乐观，2011年对宏达电仍是个「好年」。

他表示，宏达电从去年第四季到现在运作顺利，随着「HTC」知名度提高，提前进入，强调与消费者情感连结的品牌发展第三个阶段。

联发科董事长蔡明介指出，下半年欧洲、美国经济都有疑虑，大陆也面临通膨，全球经济不可能有太强劲的成长，但资讯（IT）产品一直推陈出新刺激消费，还是会有传统旺季效应，联发科已走出过去一年调整期，回到正常轨道，第三季会有新产品挹注营运。

PC相关业者则相对保守。宏碁董事长王振堂表示，苹果、Google崛起，打破过去由「Wintel」主导的单一标准，笔记型电脑市场，无力维持前几年20%至30%的高成长，退回到个位数百分比的温和成长。

王振堂说，欧美等成熟市场，成长力道明显减弱，宏碁今年营运谷底会落在第二、三季间，第三季较第二季差不多或稍微好一点，旺季效应并不显著。

联电也坦言，第三季订单变动较大，执行长孙世伟说，欧债、美国经济景气停滞、日本强震潜在冲击，以及新兴市场通膨压力，都是短期景气波动大的变因，但长期仍乐观。

联电透露，若客户端无法搭上像苹果或宏达电等二大强势品牌供应链，受到订单的波动就较大，显示「智慧手机才是下半年市场王道」。

wolfdoctor · 发表于 2011-6-15 07:12 PM

Ed02 发表于 2011-6-15 18:00
Could you provide the link to Watchman's post? Thanks.

在“搜索”里用“watchman”关键字，他有大熊咆哮等少数几个系列。现在事后看不是完全准确，但是身处08/09年里，能有他这个vision的很少了。

Billyboy · 发表于 2011-6-15 07:22 PM

sooners · 发表于 2011-6-15 07:56 PM

回复 ypm968 的帖子

Read0nly · 发表于 2011-6-15 10:35 PM

今天才头一次看FNSR的图。三月初的暴跌前的回测前期高点，按TA看是绝对是放空的的好机会。今天盘后又暴跌16%。做空FNSR的有的捞了。

sandera · 发表于 2011-6-16 10:30 AM

才看到这几支股.从去年到今天,几乎哪里来哪里去.它们看上去还没掉完的样子.

shoujie · 发表于 2011-6-16 03:27 PM

shoujie · 发表于 2011-6-16 03:28 PM

象坨屎一样....有的跌....

shoujie · 发表于 2011-6-16 03:29 PM

这个OE周好玩了

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FNSR crushed, watch $JDSU $OCLR $OPLK $CIEN

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