Thursday, June 12, 2008

A highly anticipated call

Today after the market close, Finisar (common 6.6% of portfolio, calls 1.9%) reports earnings. They already preannounced better than expected revenue, but I'd like to see how much of that actually dropped to the bottom line. I'm also going to be listening carefully for guidance on the upcoming quarter, to see if the momentum will continue. The merger with Optium may cloud the outlook a bit, but hopefully they'll address the potential of the combined company as well.