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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (1840)	8/29/2014 12:50:46 PM
From: GROUND ZERO™	Read Replies (1) \| Respond to of 26444

Thanks, maybe you could mention me to them, they seem to ignore me completely... GZ

To: Kirk © who wrote (1840)	9/2/2014 2:04:28 PM
From: Brian Sullivan	Read Replies (2) \| Respond to of 26444

Finisar drops on pre-earnings downgrade; peers also off Sep 2 2014, 13:45 ET \| About: Finisar Corporation (FNSR) \| By: Eric Jhonsa, SA News Editor Ahead of Thursday's FQ1 report, Jefferies' James Kisner has downgraded Finisar ( FNSR -6.2%) to Hold, and cut his target by $6 to $19. Kisner cites weak pricing for both datacom and telecom optical components, weaker-than-expected 100G datacom share, a Chinese inventory correction, Cisco/Huawei vertical integration risk ( previous), and looming price pressure/share loss to startups and possibly Intel. Fellow component vendors JDS Uniphase ( JDSU -2.2%), Oclaro ( OCLR -1.7%), and Alliance Fiber ( AFOP -2.3%) are also off, as is equipment vendor Ciena ( CIEN-2.1%). JDS and Alliance were among the names that followed Finisar lower last Wednesday, following cautious notes from MKM and RBC. Jefferies raised alarm bells about AT&T's wireline capex in June, before Juniper and JDS offered soft guidance blamed on light North American capex. A lot has been priced in: Finisar now only trades for 9x FY16E (ends April '16) EPS exc. net cash.