Applied Optoelectronics, Inc. (NASDAQ: AAOI)

Kommentaari jätmiseks loo konto või logi sisse

  • Teeme siis siia uue teema.

    Minu arvates on positiivne see, et firma teab, kus see hetke langus pärit on.

    Failures could result from faulty components or design, problems in manufacturing or other unforeseen reasons. Any such failures could delay product shipments to our customers or result in a loss of customers. For example, shipments of certain of our 100 Gbps transceiver products to one of our customers decreased during the three months ended September 30, 2018 due to customer concerns about failures of similar products shipped
    previously. As a result, we could incur significant costs to repair or replace defective products under warranty, particularly when such failures occur in installed systems. Our products are typically embedded in, or deployed in conjunction with, our customers’ products, which incorporate a variety of components, modules and subsystems and may be expected to interoperate with modules produced by third parties. As a result, not all defects are immediately detectable and when problems occur, it may be difficult to identify the source of the problem. We face this risk because our products are widely deployed in many demanding environments and applications worldwide. In addition, we may in certain circumstances honor warranty claims after the warranty has expired or for problems not covered by warranty to maintain customer relationships.

    Fundamentaalselt on odav, kui ei eelda pankrotti. omanike vara pole nii drastiliselt langenud, kui aktsia hind.

    Ehitatakse ka uut tehast, mis saab 2020 valmis.

    China factory construction
    On February 8, 2018, we entered into a construction contract with Zhejiang Xinyu Construction Group Co., Ltd. for
    the construction of a new factory and other facilities at our Ningbo, China location. Construction costs for these facilities under this contract are estimated to total approximately $27.5 million. As of March 31, 2019, approximately $12.0 million of this total cost has been incurred, with the remaining portion due as the construction progress. Construction under this contract is expected to be completed in early 2020

    Ei ole puhtalt Hiina mäng

    Additionally, a substantial portion of our property, plant and equipment, 36.8%, 29.9% and 23.0% as of December 31, 2018, 2017 and 2016, was located in China

    Eelmine kvartal oli 6 uut "disaini" võitu, millest 3 on ära tuntavat nime, iga leping väärt miljoneid.

    there was 6 new wins in Q1 and three of them was new clients. 3 was regonice names.

    Prior to the sale of new products, our customers typically require us to “qualify” our products for use in their
    applications. At the successful completion of this qualification process, we refer to the resulting sales opportunity as a“design win.”

    Uued seadmed müüki tulemas, suht hiljuti teatud

    Tegemist ei ole ostu soovitusega, hind liigub väga järsult, aga kuna ise olen ca aasta lihtsalt kõrvalt jälginud seda langust 100$ juurest siia 10$ juurde, siis ruumi vähemalt põrkeks siin on või päevakauplemiseks.
  • Pakun, et kuni järgmiste tulemusteni, siit mingit suurt liikumist ei tule. "Suur" on muidugi suhteline, sest vabalt võib liikuda 10-20% siia sinna, aga ma mõtlen trendimuutvat.
    Kui järgmise kvartali prognoos on sama masendav või hullem, siis krt seda teab kui alla võib veel minna.
    Samas panustaksin siis juba ikkagi ülevõtmispakkumisele. Või mis arvate?
  • Siin paadis istub hästi palju lühikesi 43%, siit võib väga kergelt tuule alla võtta 20-30% ralli juba enne jaanipäeva, fundamentaalselt võib jah trend murduda aasta teises pooles.

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