SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Knighty Tin who wrote (89702)2/20/2001 6:13:42 PM
From: Doug Millan  Read Replies (1) of 132070
 
Knighty,

I'm curious as to your opinion on BRCD results tomorrow given Finisar's comments this afternoon. In the conf call (unless I'm butchering the words and spirit of the CEO, which is very possible) Finisar noted several of their customers guiding their expectations lower across the next 2 q's, and that's the explanation for flat revenue growth for Finisar over the same timeframe. That has sent Finisar down to 13 and change after hours, and I'm wondering if one of those customers might just be BRCD.

Best,
Doug
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext