• 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 will close significantly starting today and Finisar will be able to rejoice.

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