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Strategies & Market Trends : Option Strategies
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To: Bridge Player who wrote (1778)9/4/2016 9:03:06 PM
From: Jim P.   of 2591
 
I wrote that before I looked at market cap. Quarterly revenues of a bit over $100 million is what triggered my micro designation.
Have you looked at how long term the ACIA microchip solution to the same communications market will affect the other players including OCLR?
I cannot tell from just a few hours of research although this looks like a hot sector for the next few years regardless of who the players are. Capacity constraints allow everyone a piece of the pie.
jim
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