We’ve been doing a little chart work, though not of the technical variety (though getting the two y axes was non trivial) instead sticking with the fundamentals of earnings and valuation as we often do. This is especially relevant heading into a very busy beginning of the week in the networking and communications sector. Specifically we have the following on tap:
• Ciena’s analyst day In New York beginning at 1:30 PM EDT on Monday
• Finisar’s fiscal fourth quarter earnings report after the close on Monday
• Juniper Network’s analyst day at corporate headquarters in Santa Clara beginning Tuesday at 1PM PDT (Terrapin will be in attendance)
• Cisco Live, a major customer event, is taking place all week in San Diego with keynotes from John Chambers on Tuesday at 10AM PDT and CTO Padmasree Warrior on Wednesday , along with a core networking focused technology talk later on
Tuesday. These names are core to Terrapin’s communications technology focus and indeed we have active recommendations on each one, and have had for some time, as summarized below.