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Technology Stocks : Optical Networks and Components, DWDM and Tunable Lasers
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To: JakeStraw who wrote (265)9/12/2017 8:30:46 AM
From: jim heger   of 275
 
Good interview with Murry. I'm using this latest smack down to add shares below $60.
Back in the 90's we saw the electronics contract manufacturers (Plexus, Flextronics, Jabil, etc.)
grow bigger & faster than most could imagine. The time was right for the products & services they offered.
It appears to me that the time is right for the optical component manufacturers and that AAOI has shown itself to be one of the best. Jay Deahna's call (on Seeking Alpha) for $125 doesn't seem at all out of line.
And given a buoyant market, over time the stock could well exceed that.
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