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Message: Re: Lumentum to buy HK based Cloud Light for $750 mln
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Lumentum to buy HK based Cloud Light for $750 mln
17
nodrog16
Oct 30, 2023 10:41AM
Re: Lumentum to buy HK based Cloud Light for $750 mln
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HOGAN Junior
Oct 30, 2023 11:17AM
Icon president Re: Lumentum to buy HK based Cloud Light for $750 mln
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fairchijisback
Oct 30, 2023 11:25AM

Customer not competitor......I think it is quite clear they are a transceiver module company. 

 

I do not believe Lumentum is shelling out $750M for the current product portfolio of Cloudlight, it's always about the future. Lumentum clearly knows the capabilities Poets tech provides. 

 

So you're saying Cloudlight is firmly in the "illustrative" category and less so in the "real" category?

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Re: Lumentum to buy HK based Cloud Light for $750 mln
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koolaidman
Oct 30, 2023 12:49PM
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