The Great Photonic Divergence: Why Lumentum…

Feb 27

Two optical earnings beats tell very different stories. Plus: Keysight and AAOI validate the laser shortage thesis.

3 Comments

Great article, Ben!

Thank you. Your the man with Keysight etc

Don’t go paid! Great article. Seems like this spaces’ multiples are so saturated - wondering how to value them and their potential to run? Especially $KEYS

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