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Entries Tagged as 'LITE'

Lumentum Q4: Take Aways

August 23rd, 2017 · Comments Off on Lumentum Q4: Take Aways

Lumentum’s shares performed a dramatic turn-around after the conference call. The quarter was a mixed bag, with booming 100G and VSCELs, but soft lasers and telecom. On balance, the tailwinds are likely to be more enduring than the headwinds, so we’re fairly optimistic for the shares. Source: Lumentum Q4: Take Aways – Lumentum Holdings Inc. […]

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Tags: LITE

4 Companies Which Stand To Benefit From 3D Sensing

July 31st, 2017 · Comments Off on 4 Companies Which Stand To Benefit From 3D Sensing

The market for 3D sensing is about to take off with the arrival of the new iPhones. We speculate which companies stand to benefit most from the new iPhones. Ultimately, the 3D sensing market will be much bigger, and we think this should provide ample opportunities for the companies mentioned in this article. Source: 4 […]

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Tags: FNSR · HIMX · LITE · Technology · VIAV

Finisar’s Big Value Gap To Lumentum Is Going To Close

June 17th, 2017 · Comments Off on Finisar’s Big Value Gap To Lumentum Is Going To Close

Finisar, the biggest optical networking company, trades at a huge discount compared to number two Lumentum. We don’t see reasons for that in terms of margins, growth, profitability or balance sheet. And now the last reason for the value gap, Lumentum’s upcoming boom in VSCELs is also matched by Finisar. We think the value gap […]

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Tags: FNSR · LITE

How To Survive The Optical Networking Shakeout

May 8th, 2017 · Comments Off on How To Survive The Optical Networking Shakeout

One way to escape the shakeout is demonstrated by Lumentum, which looks like having won Apple as a customer for a new big market opportunity, 3D Sensing. The shares rallied on this likelihood, despite a disappointing third quarter and disturbingly soft fourth-quarter guidance. Is most of the good news priced in? How To Survive The […]

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Tags: LITE

Optical Networking Stocks: Death By A Thousand Cuts

May 8th, 2017 · Comments Off on Optical Networking Stocks: Death By A Thousand Cuts

Sometimes whole sectors are sold off without much discrimination between the different names. This opens up opportunities for the rational investor. For instance, the optical networking sector has sold off, multiple times on news of a slowdown in Chinese demand. However, by no means all of these networking stocks have comparable exposure to China; some […]

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Tags: FNSR · LITE

Lumentum Sell-Off… Should You Buy?

April 17th, 2017 · Comments Off on Lumentum Sell-Off… Should You Buy?

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