FO component demand review
Gee - with all the hand-wringing over CapEx causing an air bubble in the telecom equipment supply pipe, I'm interested to see what sort of guidance will be provided when the purse strings loosen ;~).
Alcatel OptoElectronics (ALAO) -`Looking forward, we are still seeing strong demand across all product lines , driven by sustained growth in terrestrial and submarine D-WDM systems and the widening acceptance of Raman technology, which was pioneered by Alcatel Optronics. Today, I have no reason to believe that we will not meet our 2001 targets of growing sales faster than the market to a range of 60 to 65% and of improving our profitability. The first quarter will be a bit slower than average, nevertheless, we are anticipating a growth in sales close to 100% over the corresponding period last year.''
OCPI - UBS Warburg -``Greater than expected earnings were driven by the strong top line. OCP was quite conservative in providing its outlook for the March quarter and the fiscal year. ``In fact, in our view their 'unchanged' revenue guidance was too conservative, especially in light of the focus on the metro market.''
OPLK - Additionally, we continued to post strong revenue and EPS growth and experienced robust demand across our wide variety of products. We saw increased shipments of the 100GHz DWDM, a 60% sequential increase in amplifier product revenues, and continued progress toward the roll out of new products such as the 1 X 2 switch, Variable Optical Attenuator (VOA) and Interleaver products. Our customer base expanded and diversified during the quarter
JDSU - ``We still firmly believe that fiber optics is an ongoing growth business -- (carriers') capital expenditures, according to our information, are going to be continuing at 40 percent (growth) or so,''``Our current model for the whole fiscal year 2001 has 118 percent growth and the company's guidance is between 115 percent to 120 percent -- so it (JDSU's downward guidance) is very much a minor adjustment,'' said Jim Liang, analyst at WR Hambrecht & Co.
LPTH (from december, next earnings 2/8) - We now have the capacity and automated packaging experience in place to execute on our ramping orders from both existing and new OEM customers. ``Horizon is now capable of meeting the ramping demands of an important segment in our industry. Our proven capability with isolator products can now be transferred to a number of related passive optical components and modules, which we are aggressively pursuing. The capacity expansion that has now been completed at our facilities in California and New Mexico, along with that underway at Geltech's offices in Florida, positions us well to achieve our revenue targets of $33 million in this fiscal year and triple again in the following year.'' |
