CIE : Analysis & Opinions

  1. Bear of the Day: Anadarko (APC) - Bear of the Day

    October 16, 2014
    Bear of the Day: Anadarko (APC) - Bear of the Day
  2. Ciena On A Roll With Carrier Spending Picking Up

    September 4, 2013
    100G deployments are starting to drive the equipment market, putting Ciena back on a growth trajectory.
  3. JDSU's Results Highlight The Volatility Of The Telco Capex Recovery

    August 15, 2013
    JDSU's quarter was okay, but the stock could have room to rise as the telco recovery becomes more real.
  4. If Alcatel Can Keep This Up, The Turnaround Can Work

    July 31, 2013
    Alcatel's latest turnaround is off to a good start, and stronger edge routing and 100G should help.
  5. Could Alcatel-Lucent's Restructuring Boost Ericsson Further?

    June 21, 2013
    Alcatel-Lucent's latest restructuring plan could ultimately boost the fortunes of rival Ericsson
  6. Finisar Perking Up On Datacom, With Telecom (Hopefully) On The ...

    June 20, 2013
    Finisar is seeing a solid datacom upgrade cycle, and a telecom recovery should boost sales further.
  7. Will A New Alcatel-Lucent Plan Lead To Better Results?

    June 19, 2013
    Alcatel-Lucent's new plan sounds good, but the planning will be the easy part.
  8. Ciena And Carrier Spending – They're Baaa-aaack

    June 6, 2013
    Ciena's strong revenue and margin numbers for the quarter may be the beginning of a major new cycle.
  9. Alcatel-Lucent Looking At A Long Road, But Not Starting From ...

    April 29, 2013
    Alcatel-Lucent has a long road back, but the IP keeps the company in the game.
  10. The Street Seems All In On Ciena's Recovery

    December 14, 2012
    Ciena disappoints again, but investors don't seem to mind.
  11. Continental Resources and More Big Movers in Oil and Gas Operations ...

    September 24, 2012
    The morning has been bad for the market. The Nasdaq is trading down 0.7%; the S&P 500 has fallen 0.2%; and the Dow has ...
  12. Ciena Still Trying To Translate Tech Into Prosperity

    September 4, 2012
    Ciena's guidance creates more doubt about the carrier capex environment.
  13. Analog Devices Still Crawling Along

    August 24, 2012
    Analog Devices is still in the doldrums.
  14. Adtran And Its Peers Are Back To "Show Me" Status

    July 12, 2012
    Adtran continues to stagnate with weak carrier spending. I'd be seriously tempted to wait before buying these shares, but ...
  15. Hit And A Miss In The Gulf Of Mexico

    June 19, 2012
    The Gulf of Mexico has paid off for some operators, as many oil and gas discoveries have been reported here over the last ...
  16. Acme Packet Another Company Waiting On The Carrier Revival

    May 7, 2012
    Acme Packet is suffering today, but this will be a great stock to own if/when the carrier spending rebound materializes and ...
  17. Adtran Looks Cheap … But Is It Safe?

    April 13, 2012
    Adtran is still suffering from low spending at major telecoms.
  18. Anadarko Petroleum - Gulf Of Mexico 2012 Prospects

    March 27, 2012
    Anadarko Petroleum has a full set of exploration prospects in the Gulf of Mexico for 2012.
  19. Alcatel-Lucent Still In The Fight

    May 10, 2011
    Margins are the key for Alcatel-Lucent now that revenue has picked up.
  20. Conoco Phillips Explores For Future Growth

    March 30, 2011
    Conoco Phillips has assembled dozens of exploratory prospects across the globe, and will spend billions over the next few ...
  21. Severe Static For Telco Suppliers

    March 11, 2011
    Telecomm equipment stocks went too far too fast, and signs of demand weakness have rattled investors.
  22. Crimson Exploration Steps Up To The Plate

    December 22, 2009
    Crimson Exploration issued equity in an attempt to raise capital to develop its properties.
  23. Earnings Estimates: A Swing And A Miss

    August 18, 2009
    Despite the optimism in the market, many companies missed estimates by a wide margin, meaning we might not be in recovery ...
  24. Surviving The Telecom Bubble (GLW, CIEN, JDSU)

    May 29, 2007
    A look at three optical-equipment companies who may require patient investors.
  25. These 2 Firms May Have a Few Good 'Puffs' Left...

    June 27, 2006
    Fallen Angels: Part 5 of 5
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