- 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.
Lumentum Q4: Take Aways
August 23rd, 2017 · No Comments