11-02-2017, 06:50 AM
There is a great article from Jay Deahna, who remains very bullish:
The primary competitors pointed to by the bearish thesis that could take material market share away from Applied Opto as soon as 4Q 2017 are Intel (INTC) and Fabrinet (FN)/MACOM (MTSI). This would clearly be horrible for Applied Opto and AAOI shares. So I did my best to research this topic over the past several weeks.
And a comment from Koch111:
INTC has also CWDM4
http://intel.ly/2yk9y2U
Don´t forget KAIAM with 100Gbps CWDM4 also SiP
http://bit.ly/2zCzWC9
Available for volume shipments.
And ColorChip
http://bit.ly/2ywKcxY
And Luxtera with 100Gbps PSM4
http://bit.ly/2xXMySO
as you wrote