Finisar Corp (FNSR)

Analyst downgrades notwithstanding, I believe 1) FNSR is quite healthy, 2) the sector will grow exponentially (although that may still be sometime down the road!), and 3) the Optium acquisition was brilliant. Enter at the best price one can get and hang-on!

1. Issued revenue Q4 2008 guidance above estimates.
2. Largest (they claim) fiberoptics networking cable designer and manufacturer.
3. Demonstrated First 10G Serial Active Optical Cable.
-An industry Leader

Because I am here to trade.

All on the merger with Optium speculation.

The biggest supplier of optical switches in the world thanks to a recent merger and selling at $2. Did you miss the CSCO ride in the 1990's? Jump aboard...

daddy has a brand new bag. Im a scientist so welcome to my laboratory.

I bought in real $$s at 1.27 and am looking for this one to go over 2.50

With good management this stock should do very well in next few months...A short time ago,this stock was over $11.80. I think it will reach $ 3.00 shortly, Then will grow from there !!

Global Technology. Waiting it to see if it turns around

Has the product, will compete favorably in crowded market.

I'm betting Google will when the wireless spectrum auction in a couple of months and we'll see a huge boom in an optical buildout. Bullish.

The comapnies principal functions are to design, develop, manufacture and market optical subsystems, components and test and monitoring systems for high-speed data communications.

It operates two segments: Optical Subsystems and Components and Network Test and Monitoring Systems. The Optical Subsystems and Components segment consists primarily of transmitters, receivers and transceivers that convert electrical signals into optical signals. The Network Test and Monitoring Systems segment includes products designed to test the reliability and performance of equipment for Fibre Channel, Gigabit Ethernet and the Infiniband protocols.

major customers include Brocade, Cisco Systems, EMC, Emulex, Hewlett-Packard Company and Qlogic.

located in the United States, China, Malaysia, Singapore and Germany.

bigtime play for the long term, multi bagger over years

I like the product and company but it seems that they need to get their act together soon. Hopefully the accounting issues will be cleared up and they can get the delinquent status removed, this would be a great start. After this, they need to shift their focus back to the business and get product moving out the door and cash coming back in.

FNSR is in a unique position WRT roll out of
fibre optic (FO) interconnects and
networking. They have good product, great
customers and a technology that has growing
demand.

However, they are very low in the "food
chain". Their customers are leading
enterprise/industrial IT (e.g., IBM) and
communications manufacturing companies (e.g.,
Cisco, Juniper Networks). Any perturbations
above them lead to massive loss in volumes,
without prior notice.

Moreover, while FO sales continue to grow,
dramatic growth has been held in abeyance by
the ever improving bandwidth and reliability
gains of copper twisted pair technology.
(Primarily due to pushing low cost IC
intelligence down to the media interface.)
The situation is very similar to what was the
case with flat panel display technology
versus the older CRT technology. It has only
been recently, and then after decades of
coexistance plus the added impetus of HDTV
that flat panels (LCD, plama, etc.) are
beginning to be competitive with CRTs. versus

Nice time to buy in the 2.30s arena, with the fiber buildout on its way. Avanex has stronger management, however.

Well... i thought this was a good entry point... not... i guess all bets are off until the refiling debacle is resolved, the piper is paid (who knows how much is the big question), and monkeys are removed from backs... provided that doesn't kill them, top-notch products in a growing space and they own a big slice of that space

statsgeek :)

Leader in the market. Stock is undervalued.

Statistically sound.