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This Week’s Tech Earnings Winners and Losers: JDS Uniphase, Atmel, Dragonwave, and More (ATML, DRWI, JDSU, OIIM, ONNN, IRF, POWI, PWER, QLGC, SPRD, OCLR, OPXT, FNSR)

Posted by Next Inning at 9:59AM on May 1st

Earnings season is upon us in the tech sector. What should investors expect from these reports? What are the key storylines to follow and are these stocks likely to trade higher or lower in the wake of their results?

In…

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Could Intel Be the Surprise Windows 8 Winner? (MSFT, ARMH, INTC, AMD, AAPL, FNSR, GOOG)

Posted by Next Inning at 10:01AM on March 9th

Since the day Microsoft (MSFT) announced its upcoming Windows 8 operating system would be compatible with ARM Holdings (ARMH) processor technology, Wall Street analysts have predicted it spelled bad news for Intel (INTC) and Advanced Micro Devices (AMD). Next Inning editor, Paul McWilliams, whose…

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Why Are the Analysts Getting It Wrong on Finisar and the Optical Networking Sector? (FNSR, JDSU, OCLR, OPXT)

Posted by Next Inning at 9:39AM on March 6th

Covering analysts were taken by surprise when fiber optics company Finisar (FNSR) recently provided lower-than-consensus earnings guidance for its fiscal Q4 2012 (April-ending quarter). Next Inning Technology Research readers, however, knew exactly what to expect. Editor Paul McWilliams, whose Next Inning…

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Special Report: Google’s New Ventures in America’s Heartland (GOOG, CSCO, HLIT, INTC, EMC, GLW, FNSR, GLW, T, VZ, CMCSA)

Posted by Next Inning at 10:00AM on February 17th

Google (GOOG) is at work on two projects in the American Midwest that could change how we think of the search engine giant. These projects also have the potential to create a big new source of demand for select technology firms,…

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Europe Grabs Headlines, But China More Important (LULU, GES, BKS, KSS, CAGC, FNSR)

Posted by Geoff Seiler at 4:50PM on December 1st

After yesterday’s huge rally, stocks by and large took a breather, with the major market averages ending mixed. Given data today that officially showed that Chinese PMI fell below 50, which indicates contraction, it was a resilient showing. While Europe…

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Clarity from Washington Would Help (VZ, FNSR, HRB, NFLX, DIS, SNE, JKS)

Posted by Geoff Seiler at 11:58AM on September 2nd

Stocks were taking it on the chin mid-morning after a weak jobs report. The ADP report continues to show better jobs growth in the private sector, and we tend to think it is the more accurate report. However, neither report…

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Investors Can Take Advantage of Wild Swings (KSS, SODA, SLE, EAT, FNSR)

Posted by Geoff Seiler at 5:12PM on August 11th

Stocks surged on the day, as a better-than-expected weekly jobless benefits report helped (at least temporarily) alleviate investor fears that the economy is headed for a cliff. We’ve been saying that for a while now, and corporate insiders have been…

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Corning’s LCD Forecast Not Worth Tuning Into; Shares Plunge (GLW, FNSR, EMKR, JDSU, OCLR, MRVC)

Posted by Jason Smith at 12:14PM on July 27th

Shares of Corning (GLW), the maker of LCD glass used for flat screen televisions, are plunging 6% after the company pared its forecast for the global glass as TV makers are lowering their own sales projections due to tepid expectations for…

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After Upgrade, Finisar Leads Optical Networking Stocks Higher (FNSR, JDSU, EXFO, NPTN, OPLK, GLW, OCLR)

Posted by Jason Smith at 11:51AM on July 26th

Shares of Finisar (FNSR), the maker of components used to connect communications networks, are soaring 9% after Citigroup upgraded the stock to “buy” from “hold,” citing valuation and the likelihood of positive earnings revisions going forward. Citi also raised its price…

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Analysts Drill Down On Optical Networking Stocks (INFN, OCLR, FNSR, JDSU, GLW, EXFO, NPTN, OPXT)

Posted by Jason Smith at 12:20PM on July 20th

Shares of Infinera (INFN), the provider of optical networking systems, are surging 7% today after the stock garnered attention from a pair of sell side analysts. MKM Partners boosted its rating on Infinera to “neutral” from “sell” and raised its price…

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