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Technology Stocks : Neophotonics(NPTN)

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From: FJB3/4/2015 1:27:44 AM
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Ray Wallin - Chief Financial Officer

Yes, indeed. Thanks, Alex. First of all, on the 100-gig side, what we see based on our forecast and our customer’s forecast is we see an increasing number of 100-gig ports being deployed in China. There is a slightly increased number of new ports. It’s in the range of 25,000 to 30,000 ports and then there are some additions to prior installations, perhaps another 10,000 ports. So, we do see strength in the 100-gig space. In the number of base stations that are going in for wireless back-haul LTE, we see that as softer in 2015 versus 2014. And then the access business has been strong and sometimes up on a quarter-to-quarter basis, but the long-term trend year-over-year is down. And so my point there was to highlight, while we might be up one quarter a little bit and down one quarter a bit, the long-term trend is that it’s basically a mature large, but mature and slowly declining business.

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