Oplink Communications, Inc. (NASDAQ:OPLK)

DEC

good stock

I like the potential growth for the indusrty going forward

The trend is your friend!

Optics are back, baby! 17-bagger in Finisar sent me googling George Gilder to see what was what. Sure enough, he loves Finisar and this stock too. Play money for now, but it looks like sales are starting to fly.

37,33,33
68,65,85

speculating/following coat tails of investors i respect

The stock is up 34% despite these awful #s: Price/Cash Flow = -54.8 Rev. Gwth. (Last vs. Prior TTM) = -15.6% Profit Margin = -10.0% Ret. on Invest. (TTM) = -6.4% Current
Ratio = 11.1. They are going to end up hurting for cash in this slow economy.

what price is right for this one? could be now, but for sure below 8 is a good price

Easy DBL to triple within a year or two. Best run company in a soso industry.

Good news and good MA views $10 could be a bottom that could gain another $5-8

market reaction overdone; excellent fundamental data - sells for 1.5 times cash ; P/B = 0.75 ; P/S = 1.10 ; generates positive FCF

I'll jump on board after the big plunge. Downgrades are bad, but I think this is an overreaction.

Cheap and hi growth

Making Oplink Communications a pick based on the immense value this is presenting. Trading at 0.99 times book value and 9 times forward earnings estimates I think we are getting very near a bottom. Oplink is growing revenues at over 80% this year and a solid 15-20% in 2009 and they sport a boatload of cash on hand, just shy of $8 per share to be exact with zero debt. Once again, this is a company that has buyback or buyout written all over it. That cash will buoy the stock against much further downside as long as they remain profitable and brokerages have begun the process of upgrading OPLK due to their valuation.

Nero

Sagetrade

the whole semiconductor area is going to contract during the recession that comes

Oplink has proven to be a contender in their market, and they are in position to make a major upwards swing in the next few years.

Company's doing well on its own and should grow faster with OCP acquisition. Reasonable valuation and improving margins. In all the right areas for growth in technology: metro transport telecom, enterprise storage and FTTX/PON. Addressable market growth.

This is a new Company I put on my list,because its in the right business for the times and has beaten earnings estimates many times,and is purchaseing up other Companies to go with its growth and improve its performance in the computer industry.It sure gets pops thumbs up.