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How To Survive The Optical Networking Shakeout

May 8th, 2017 · No Comments

  • One way to escape the shakeout is demonstrated by Lumentum, which looks like having won Apple as a customer for a new big market opportunity, 3D Sensing.
  • The shares rallied on this likelihood, despite a disappointing third quarter and disturbingly soft fourth-quarter guidance.
  • Is most of the good news priced in?

How To Survive The Optical Networking Shakeout

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