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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (5336)	7/1/2019 1:42:00 PM
From: E_K_S	Respond to of 7242

The AMAT acquisition today after a bit of research has some 5G products. Will be interesting to see if companies buy their way into this growing sector. NeoPhotonics Corporation (NPTN) is engaged in the design and manufacture of photonic integrated circuit, or PIC, based modules and subsystems for bandwidth-intensive, high-speed communications networks. Products offered by the Company includes high-speed products that enable data transmission at 10Gbps, 40Gbps and 100Gbps, agility products such as ROADMs that dynamically allocate bandwidth to adjust for volatile traffic patterns, and access products that provide high-bandwidth connections to more devices and people over fixed and wireless networks. This came up on my radar screen w/ some good price/vol activity last several days. They are small w/ a market cap of only $194mln. Could be a good buy out candidate if they manufacture the components necessary to expand a 5G product line. My only spec 5G play is CRNT. They make a wireless broadband unit that connects 5G cell towers to Fibre. Ceragon Networks Ltd. is a leading provider of high-capacity wireless backhaul solutions for cellular and fixed wireless operators, enterprises and government organizations. Ceragon's modular FibeAir product family is recognized as the gold standard for backhaul transmission and is also one of the top solutions chosen by cellular operators for SONET/SDH rings. A scalable, future-proof solution for wireless transport of broadband services, FibeAir operates across multiple frequencies for IP and SONET/SDH protocols, supporting the emerging needs of next-generation networks that are evolving to all-IP based services, including triple-play. It leads the market in IP backhaul, offering a unique, native IP solution that provides the efficient, robust connectivity required for WiFi, WiMAX and converged networks. Sector ripe for acquisitions/Buy-outs IMO EKS