Pace Plc Share Discussion Threads

[mbhesms] 05/7/2018 11:54

Headline: CableLabs' many hands make light work - at four terabits per second

Link: hxxps://www.theregister.co.uk/2018/07/05/cablelabs_coherent_optics_standard/

Quote from the original blog at CableLabs:
- cable operators now have a means of cost-effectively meeting ever-expanding consumer demand over their existing fiber access networks, and one which also provides the opportunity to provide new services like 5G small cell backhaul and enhanced business services.

[amphiprion] 04/7/2018 07:10

Thanks for digging that out Andy.

[clocktower] 03/7/2018 11:59

That bird is asking for trouble with that octopus!!

[freddie01] 03/7/2018 10:51

View of Marina Bay in the night - Singapore
by dietrichherlan

[waggle] 03/7/2018 10:15

well as with all shorters, I hope that he gets SEVERLY burnt!!

[andyble] 03/7/2018 09:49

Seeking Alpha - ARRIS Q1 2018 Results - Earnings Call Transcript

James Kisner - Loop Capital Markets LLC
...
And l guess, also related to that is you talked about shortages. I'm just wondering if you could give us a little more color there. Are these components that are very specific to your CPE portfolio or just very components that are used across all of tech? And is there any kind of conditions could be lasting and maybe put that $1 billion number at risk so that you called it out for a reason? Any color there would be helpful. Thanks.

Bruce William McClelland - ARRIS International Plc
...
The shortages that Dave mentioned are in a couple of specific areas. If you're kind of following the industry, obviously, just kind of the continued pressure on memories is continuing and consistent but we're seeing a few other components like multilayer ceramic capacitors and LCC as another area where all of a sudden in the last kind of 90 to 120 days lead times have stretched out. And that's not something specific to our product. These are very common components but have all of a sudden tightened up due to kind of material substrate shortages and things like that. So, there's a variety of components similar to that. But, of course, you're always kind of chasing. But has stretched out on a few of our products and it could have some modest impact on the number here this quarter. It's a little hard to gauge until we're completely done, but we thought it was worth calling out.

David B. Potts - ARRIS International Plc
Yeah. That's right.

Note - You may quote up to 400 words of any transcript on the condition that you attribute the transcript to Seeking Alpha and either link to the original transcript or to www.SeekingAlpha.com. All other use is prohibited.

[amphiprion] 02/7/2018 23:44

Saw that before market open on Monday & took it as a blatant attempt to manipulate the share price. At the end of the day almost anyone can have an article published on Seeking Alpha - you don't need to be a well respected commentator to get something out there.I'm personally more concerned about MLCC shortages & hope that Arris have had the foresight & have enough clout to secure supplies.

[alexmcdonald] 02/7/2018 23:11

Wow!! We are all doomed Mr Mainwaring!!
This is based upon a doom scenario assuming that there is massive cord-cutting.
They have been saying this for years but today's CPE are not just STBs - they are Home Gateways and perform a lot more tasks than just decode Video streams to a TV set.
He has not mentioned the Cloud business and focuses on memory pricing as the catalyst for reducing margin - Arris has already made it clear that they are in dialogue with their customers to mitigate the impact of memory prices on the margin.
I would love to see a response from Arris.
The author makes no secret of his short position on Arris!!!

[andyble] 02/7/2018 21:21

Edit - limited my comments - worthy to let all reach own conclusions

[alexmcdonald] 30/6/2018 14:13

Financial Analysis: Ceragon Networks (CRNT) and ARRIS International (ARRS)

[alexmcdonald] 30/6/2018 13:52

Zacks: Brokerages Anticipate ARRIS International plc (ARRS) Will Post Quarterly Sales of $1.78 Billion

[freddie01] 29/6/2018 16:00

Yellow | Pienza, Toscana | by doounias



Lungern, Switzerland | doounias



Reykjanes, Iceland





Zen Garden ~ Jiqing Fan ~ Fitz Roy, Los Glaciares National Park, Argentina

[alexmcdonald] 28/6/2018 17:52

Same news but more comprehensive

[freddie01] 28/6/2018 08:45

Eilean Donan Castle, Scotland | by mblockk



The Aare Gorge in Bernese Oberland | by @lichterfang







The Sydney Opera House is a multi-venue performing arts centre in Sydney, New South Wales, Australia. It is one of the 20th century’s most famous and distinctive buildings.











Shizuoka, Japan | by momo___604

[alexmcdonald] 28/6/2018 08:12

Ruckus Introduces SmartZone Network Controllers

[freddie01] 26/6/2018 09:52

Morning clocktower. :-)



















Santa Maddalena village in Val di Funes, Dolomites, Italy | by mblockk

[andyble] 25/6/2018 16:32

An Arris rep responded, "We’re unaware of any widespread shortage of 24/32-channel modems."

[clocktower] 25/6/2018 16:03

Nice f.:-)

[freddie01] 25/6/2018 14:47

Lodalen, Norway