aschmitt

Location: California expat in Boston

Bio: Husband, Father, Engineer, Investor, Cyclist, Austrian School Economist, Optical Analyst for Infonetics Research. Opinions my own.

aschmitt
@mnarayannyc the $APKT reversal was stunning... I got a voicemail from a major investor this morning. http://t.co/Gvs4PZto NSFW

Feb. 3 at 12:43 PM

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aschmitt
$APKT halted, brace for impact

Feb. 2 at 4:44 PM

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aschmitt
Between $OCLR $JDSU and now $INFN looks like those Taiwanese floods weren't so bad after all

Feb. 2 at 4:41 PM

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aschmitt
Strong move by $INFN going into tonights earnings release. Good proxy for datacenter/enterprise connectivity. Let's see what happens.

Feb. 2 at 4:15 PM

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aschmitt
Stunning reversal on $JDSU, up in the aftermarket yesterday on good results, down big this morning on analyst downgrade over margin concerns

Feb. 2 at 11:54 AM

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aschmitt
$BRCM killing it this morning after a positive call.

Feb. 1 at 10:15 AM

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aschmitt
$TLAB says margins improved in the 7100, wonder what component vendors took the hit on that?

Feb. 1 at 8:45 AM

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aschmitt
Looks like all those rosy predictions of a 1Q capex spending ramp are hitting the fan. $JNPR

Jan. 26 at 7:51 PM

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aschmitt
Golden cross on $CLFD FTW

Jan. 25 at 10:37 AM

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aschmitt
Checking out the Ericsson $ERIC results. Service businesses up big but margins down. Don't know exactly why, but the reason cannot be good.

Jan. 25 at 8:20 AM

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aschmitt
Maybe they reside in the same parallel universe as the $RIMM CEO, who indicates no radical change is needed.

Jan. 24 at 11:42 AM

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aschmitt
As a reminder, iSuppli predicted total windows phone shipments (which $NOK bet farm on) equal iphone shipments in 2015.

Jan. 24 at 11:41 AM

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aschmitt
Nokia stock $NOK now yielding over 10%. Would like to see those iSuppli goons put their money where their mouth is and buy some stock.

Jan. 24 at 11:39 AM

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aschmitt
Market thinks dark fiber carrier $CCOI is also entangled in Megaupload mess, FBI siezes some PCs. Hard to see how that would be case.

Jan. 20 at 4:35 PM

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aschmitt
What is going on with $TLAB today? Up large on normal volume.

Jan. 18 at 3:32 PM

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