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Entries Tagged as 'LITE'

Lumentum Sell-Off… Should You Buy?

April 17th, 2017 · No Comments

The optical network sector has given up a substantial part of its gains in short order. But the pre-release of Applied Optoelectronics should allay some fears. In the second half of the year, there are multiple tailwinds which should lift most of these stocks. However, the sector is not without some structural problems, and there […]

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Tags: FNSR · LITE

Battle Of The Apple Suppliers

April 13th, 2017 · Comments Off on Battle Of The Apple Suppliers

The upcoming new Apple iPhones look like they could become a blockbuster. While by no means guaranteed, any inclusion, especially a new one of the phones (or all of them) could significantly impact suppliers. Here, we look at two potential suppliers which could significantly benefit from an inclusion of ‘3D sensing’ in the upcoming iPhones. […]

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Tags: AAPL · FNSR · LITE