EMCORE Corp

• Cisco: Safe Haven With Good Dividends And Strong Fundamentals

  By Ashish Sharma - August 23, 2012 | Tickers: CSCO, EMKR, NPTN, VMW

  Cisco (NASDAQ: CSCO) recently announced its strong FQ4 earnings. With a 75% increase in the dividend the company is behaving like a mature business it is supposed to be. The revenues continue to come stronger than expected while margins the margins have been stable. We believe that the momentum from Cisco’s multiple product lines can continue well going into 2013. While the macro situation is still not clear, the more »

• JDS Uniphase: Upside Opportunity with Ramp Up in Demand

  By Ashish Sharma - August 22, 2012 | Tickers: CIEN, EMKR, JDSU, NPTN

  JDS Uniphase Corporation (NASDAQ: JDSU) delivered solid FQ4 results against a challenging macro backdrop as the results exceeded the consensus from both a top and bottom line perspective. JDS management still expects carrier spending to modestly increase in 2H12 which could result in a solid margin improvement coupled with cost cutting, improved procurement and improved product mix. While there is an inherent risk that carriers could lower their existing CAPEX more »