- The familiar story of headwinds from declining demand out of China, not only for Metro/Long haul, but also a generational shift in PON from 2.5G to 10G.
- An equally familiar booming datacenter market with demand exploding and the company dramatically ramping up capacity. The headwinds could easily turn into tailwinds in 2018.
- The shares are interesting if one can look beyond the September quarter.
Headwinds Could Easily Turn Into Tailwinds At MACOM
September 1st, 2017 · No Comments