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Lumentum Can Still Thrive

September 1st, 2019 · No Comments

  • The company has experienced strong growth in 3D sensing and ROADMs, and it is pruning its business of low value-added products (mostly in datacom).
  • It has absorbed the Oclaro acquisition very well and there are additional synergies, producing considerable leverage.
  • There is risk from the trade and technology war still, even if the impact on the company so far has been fairly muted.

Source: Lumentum Can Still Thrive – Lumentum Holdings Inc. (NASDAQ:LITE) | Seeking Alpha

Tags: LITE