• Given industry characteristics, few companies in the optical network sector are long-term holds.
• What investors can do is ride a wave in which demand and cost cutting outpaces the price erosion, and that looks like it’s happening starting the next quarter.
• There is the additional boost from a more secular market like 3D sensing, and the company is going through a more strategic overhaul.

Source: Riding The Finisar Waves – Finisar Corporation (NASDAQ:FNSR) | Seeking Alpha