Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Finisar: Color on Quarter (34.90)<ul><li>Stifel lowers their <strong>FNSR</strong> tgt to $39 from $42. The largest negative stems from <strong>CFP</strong> technical issues with one customer — negatively weighing on the outlook. Looking to the April quarter Finisar is guiding to revenue of $370 million at the midpoint, about $20 million light of their estimate, embedding ongoing CFP technical headwinds, the Chinese New Year, and an anticipated downtick in the 10G business. Capacity constraints across the rest of the 100G portfolio (QSFP28 focus) and WSS/ROADMs are positive offsets. Beyond the April quarter the company spoke to qualification of its ROADM (Verizon) and CFP2-ACO, solid QSFP28 demand, and 3D Sensing revenue potential that have them positive on 2H17. Accordingly they maintain Buy rating.</li><li>Needham is frustrated by <strong>FNSR</strong>'s poor execution and a bit more seasonal sluggishness than they expected. They expected an upside surprise on Data Comm to result in upside in the quarter and guide. Instead, <strong><strong>FNSR</strong> had an execution issue on its <strong>CFP</strong> 100G Telecom product that cut $10-15MM off the results and guide</strong>. This should be resolved by the July quarter and could bounce back. <strong>FNSR</strong> also noted the ROADM market in China seems a bit slower to ramp, though they expect a steep ramp in CY172H. But despite the lack of upside in the quarter and the sluggish guide, they believe the investment thesis and longer term story are fully intact. <strong>They are aggressive buyers of <strong>FNSR</strong> and the other Opticals on weakness.</strong></li><li><strong>Optical stocks premarket: </strong><strong>FNSR</strong> -15.90% <strong>FN</strong> -3.98% <strong>LITE</strong> -3.49% <strong>OCLR</strong> -2.49% <strong>ACIA</strong> -2.34% <strong>AAOI</strong> -2.20% <strong>IIVI</strong> -0.70% <strong>INFN</strong> -0.67% <strong>ADTN</strong> -0.47% <strong>NPTN</strong> +0.00% <strong>IPHI</strong> +0.23% <strong>CIEN</strong> +0.55%</li></ul></td> </tr></table>"