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Technology Stocks : Optical Networks and Components, DWDM and Tunable Lasers

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From: jim heger	4/11/2018 4:33:32 PM
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Finally a bump in AAOI shares as Rosenblatt analyst cites market gains: Over the past month we have observed many interesting changes in the optical market. Our research suggests that Applied Optoelectronics has gained share at Facebook versus Innolight. We believe that AAOI could grow its share around CWDM4 from what we estimate is currently around 10% to 30-35%, in line with Intel. We believe that AAOI is seeing improved traction due to its aggressive pricing and ongoing quality issues at Innolight. Given these factors, we believe AAOI could take share at Amazon as well as H3C in Q2. As AAOI’s confidence grows, we would look for the company to grow its manufacturing capacity in order to fulfill rush orders. Based on this research, we believe AAOI could see a strong sequential rebound in Q2, coming off what we believe will be a weak Q1.

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