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Technology Stocks : Finisar - FNSR

FNSR 23.77

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Sep 24 5:00 PM EST

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From: FJB	3/27/2009 5:44:03 PM
	of 509

Coming Soon: An Optical Uptick? MARCH 27, 2009 \| Craig Matsumoto \| Post a comment lightreading.com Even if the global economy doesn't recover soon, the optical components sector might see an uptick in a quarter or two. Wouldn't that be something? An industry that's been struggling for years could actually be a bright spot for once? The theory, which got kicked around by executives and analysts at OFC/NFOEC this week, is pretty simple. The recession left customers with inventories stockpiled (that's probably true all over the business world, not just in optical components). Orders stopped. But executives at OFC/NFOEC claimed carrier spending hasn't stopped (or, if it did, it's slowly restarting). That means those inventories have gotten depleted -- which means component orders could kick back into gear. Some of that logic is expressed in this video segment, from the OFC/NFOEC show floor:

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