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Headwinds Could Easily Turn Into Tailwinds At MACOM

September 1st, 2017 · No Comments

  • 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.

Source: Headwinds Could Easily Turn Into Tailwinds At MACOM – MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) | Seeking Alpha

Tags: MTSI