4 Companies Which Stand To Benefit From 3D Sensing
The market for 3D sensing is about to take off with the arrival of the new iPhones. We speculate which companies stand to benefit most from the new iPhones. Ultimately, […]
Finisar’s Big Value Gap To Lumentum Is Going To Close
Finisar, the biggest optical networking company, trades at a huge discount compared to number two Lumentum. We don’t see reasons for that in terms of margins, growth, profitability or balance […]
How To Survive The Optical Networking Shakeout
One way to escape the shakeout is demonstrated by Lumentum, which looks like having won Apple as a customer for a new big market opportunity, 3D Sensing. The shares rallied […]
Optical Networking Stocks: Death By A Thousand Cuts
Sometimes whole sectors are sold off without much discrimination between the different names. This opens up opportunities for the rational investor. For instance, the optical networking sector has sold off, […]
Lumentum Sell-Off… Should You Buy?
The optical network sector has given up a substantial part of its gains in short order. But the pre-release of Applied Optoelectronics should allay some fears. In the second half […]
Battle Of The Apple Suppliers
The upcoming new Apple iPhones look like they could become a blockbuster. While by no means guaranteed, any inclusion, especially a new one of the phones (or all of them) […]