- Surprisingly soft Q1, especially where one would not expect it. That is datacom revenue disappointed.
- The 3D sensing bonanza was constrained in Q1, but is arriving in full force in Q2 and looks to continue for quite some time.
- There are also the first promising signs from the Chinese telecom market.
- So Q2 will be a big improvement over Q1, and the rest of the fiscal year also looks pretty good.
Accumulate Lumentum On Weakness
November 6th, 2017 · No Comments