CIEN : Analysis & Opinions

  1. 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.
  2. 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.
  3. 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.
  4. 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
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. The Street Seems All In On Ciena's Recovery

    December 14, 2012
    Ciena disappoints again, but investors don't seem to mind.
  10. Ciena Still Trying To Translate Tech Into Prosperity

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

    August 24, 2012
    Analog Devices is still in the doldrums.
  12. 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 ...
  13. 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 ...
  14. Adtran Looks Cheap … But Is It Safe?

    April 13, 2012
    Adtran is still suffering from low spending at major telecoms.
  15. Alcatel-Lucent Still In The Fight

    May 10, 2011
    Margins are the key for Alcatel-Lucent now that revenue has picked up.
  16. Severe Static For Telco Suppliers

    March 11, 2011
    Telecomm equipment stocks went too far too fast, and signs of demand weakness have rattled investors.
  17. 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 ...
  18. Surviving The Telecom Bubble (GLW, CIEN, JDSU)

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

    June 27, 2006
    Fallen Angels: Part 5 of 5
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