- One of our favorite shares is selling off, illustrating the problems of timing developments in a cyclical industry, or actually several cyclical sectors.
- Most of these sectors now seem to hit snails, which is the worst-case scenario.
- But this will turn around sooner or later, especially on the telecom side, first in the US, to be followed by China.
- And Finisar’s opportunity in VCSELs is secular, even if they’re off to a bit of a slow start.
Where Did It Go Wrong With Finisar?
November 6th, 2017 · No Comments