• A couple of weeks ago, we asked some tough questions relating to Applied Opto’s big drop in sales to Amazon, its biggest customer.
• We haven’t got most of the answers, and given client non-disclosure, we probably never will.
• Nevertheless, we argue that investors can take some comfort from the saga, even if something of a new worry emerged.

Source: Investors Can Take Some Solace From An Under-Reported Aspect Of The Applied Opto/Amazon Saga – Applied Optoelectronics, Inc. (NASDAQ:AAOI) | Seeking Alpha