Ideas tend to breed other ideas - doing my regular and routine due diligence on component and subsystem companies like Finisar (NASDAQ:FNSR), Avago (NASDAQ:AVGO), and JDS Uniphase (NASDAQ:JDSU) has led me to dig deeper into Applied Optoelectronics (NASDAQ:AAOI).
This company looks like an interesting play on the 10G/40G data center
upgrade cycle, as well as fiber to the home, with a strong core
competency in lasers. This is a highly competitive space, though, and I
think readers may do well going into it with the assumption that any
investment relationship is likely not to be of the long-term variety.
Follow this link to the full article:
Applied Optoelectronics Looking To Two Primary Growth Drivers
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