Emcore was skewered this week by a blog post highlighting the questionable nature of some of it’s solar contracts, and the skittish solar money ran for the exits.
One of our more popular theme pieces (see “Five Misconceptions About the 10G Optical Market“) examined the state of the 10GbE market and sought to identify the gaps between market perception and reality. It’s time to publish an update with the facts we have collected and opinions we’ve formed since then.
Pat Gelsinger, Senior VP/GM of Intel’s (INTC) Digital Enterprise group (i.e. CPUs), keynoted the JPMorgan Technology Investment conference yesterday, and as ususal, the really interesting bits were in the Q&A.
Here’s a top 10 list of my most notable observations from the Executive Forum at the Optical Fiber Conference in Anaheim last Monday.
Intel (INTC) has nearly completed a complete clawback of server market supremacy with today’s announcement that Sun Microsystems (SUNW) will closely collaborate with Intel. After substantially improving their devices and surpassing the benchmarks set by AMD (AMD), Intel is back in the drivers seat when it comes to high margin server CPUs. This was an outcome I felt was never in doubt.
Prediction is an entertaining activity better suited for stimulating discussion than providing an absolute outlook on the future. Therefore, the bolder and more controversial, the better. Keep that in mind as you read and respond.
Quick, rank the 10 following companies by market capitalization from large to small. If pressed for time, try picking the three biggest and three smallest.
I’ve been engaged in constant debate with readers and other investors about my position in Vitesse Semiconductor since disclosing it. Based on reader email, it was one of my more unpopular opinions. I thought it would be appropriate to share my investment thesis from early August with a wider audience.
Infinera took the bold and stunning risk of angering the Gilder priesthood by illustrating that an all optical network was not the future and not the best solution.