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March 9, 2011

NEW INFORMATION FROM NVIDIA (NVDA) ANALYST DAY

The news is that there is no new information from the analyst day at Nvidia (NVDA) . We were erroneously giving credit to Nvidia for making good presentations — there was already so much lipstick on this pig that no lipstick was left for the analyst day.

Nvidia claimed growth in core graphics would  offset MCP roll-off this year,  with   a path to 55% gross margins. Most of the time was spent revisiting existing information, making the analyst day of little value to investors.

Subscribers to ZYX SHORT SELL CHANGE ALERT  will receive alert in real time, when it is the precise time to buy to cover over short position and go long on Nvidia.… Please click here or the title below to read more.

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March 9, 2011

BLOODBATH IN JDS UNIPHASE (JDSU), FINSAR (FNSR) CIEN (CIEN) AND OTHER OPTICAL STOCKS

A opened GBIC of the Manufacter Finisar (P/N: ...Image via Wikipedia

We have been negative on optical stocks led by JDS Uniphase (JDSU), Finsar (FNSR) and Ciena (CIEN) for two reasons:

  • Irrational exuberance
  • Stock prices far ahead of the fundamentals

Now we have the following two fundamental pieces of data that the optical business is nowhere near as good as bulls would like to believe:

‘¢ Ciena (CIEN) reported earnings yesterday. An analysis of the earnings report clearly shows that the optical business is nowhere near the bullish projections.

‘¢ Today Finsar has provided weak projections. For the fourth quarter, Finisar expects a profit of about 31-35 cents a share and revenue of $235-$250 million.… Please click here or the title below to read more.

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March 9, 2011

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