Oclaro is facing a couple of soft quarters and the shares got blasted. On the one hand, this is understandable as there is little in the way of a visible […]

Financially sound, facing growing markets and having advanced technological products to sell, Oclaro offers a good risk/reward scenario. The one blight is the Chinese retreat, which is going to last […]

Another optical networker hit by some headwinds, much of it blowing out of China. But we see reasons for some optimism here. The shares are reasonably priced and the company […]

Another optical network company with some transitory headwinds. The shares are cheap, margins and the balance sheet are very solid. Most of the headwinds from product migration should be behind […]