ASML Holding NV Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : ASML Holding NV

ASML 1,110

-1.0%

10:08 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: BeenRetired	8/15/2017 9:46:12 AM
	of 42614

OCLR: 400G generating modest revenue................................................................. The winners will install 5G and 400G stuff. The Static Model flogging 20th guys? Doomed. See mired in 19th & 20th Brick n Mortar. The rate of change only speeds up. Bunch more EUV/ArF chips needed. ASML. We already noted above that 100G constitutes 81% of the company's revenue, and we struggle to find another optical networker with remotely similar figures. In fact, Oclaro is already moving beyond 100G: Our 400G products for both client and line side are starting to shift and generate modest revenue. We expect our 400G client CFP8 transceivers, lithium niobate modulators and tunable lasers to increase in revenue throughout this coming year

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next