Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">NeoPhotonics target lowered to $13 at Needham — China bites outlook — Neo insists it's strictly timing (8.08)Needham lowers their NPTN tgt to $13 from $17. The lack of orders out of China impacts Neo's outlook. The question is for how long. Neo expects orders over the next month or two and likely in the April time frame. Neo expects its business to be heavily back-half weighted, with 2/3 of the year in CY2H. The good news is it expects the yield issues to be fully resolved during the CY2Q quarter, which is dragging results by $6MM/quarter and costing 200-400BPs to GMs. The costs of the sale of the low speed business should also fall out in CY2Q, helping margins by another 200 BPs. We are disappointed by the China lull but note that Neo, and for that matter the other vendors and their customers the Chinese OEMs, all think there will be strong orders in CY17 and again in CY18; Strong Buy.<br/> <br/> <strong>NPTN -14% near $7/share premarket.</strong></td> </tr></table>"