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Technology Stocks : Finisar - FNSR
FNSR 23.770.0%Sep 24 5:00 PM EST
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To: Asymmetric who wrote (428)3/8/2014 4:34:51 PM
From: Asymmetric   of 509
 
Finisar Has Room To Run On Data Center And Telecom Upgrades

" Datacom has grown to over 70% of Finisar's sales, largely on the strength
of a data center switch upgrade cycle. A survey done by sell-side firm
Piper Jaffray in the fall of 2013 indicated that 35% of existing data center
switches are 1G or less, while an Infonetics report said that 10G port
shipments were just a shadow of 1G shipments.

I expect to see Finisar ride this upgrade cycle for some time yet.
Data center switches need to be upgraded to keep up with data traffic
growth/demand, and the advantages of optical over copper at higher
speeds are considerable. Finisar won't have all of this to itself (JDS
Uniphase (JDSU), Ocalro (OCLR) and Avago (AVGO) are fighting
for their pieces), but it does enjoy over 40% market share in the
datacom space."


seekingalpha.com
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