- Given industry characteristics, few companies in the optical network sector are long-term holds.
- What investors can do is ride a wave in which demand and cost cutting outpaces the price erosion, and that looks like it’s happening starting the next quarter.
- There is the additional boost from a more secular market like 3D sensing, and the company is going through a more strategic overhaul.
Riding The Finisar Waves
June 21st, 2018 · No Comments