• A big selloff in optical networking stocks doesn’t seem to be based on hard facts.
• It mostly seems related to unconfirmed concerns about a China slowdown, but this seems a matter of timing, the demand is still likely to materialize.
• Meanwhile, some of the companies, like Finisar, have been slaughtered too briskly, ignoring cheap valuations and booming opportunities.

For Finisar And Others, The Optical Network Selloff Seems To Be Largely Optical