Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Needham & Company remains highly positive on optical sector

posted on Oct 31, 2016 01:56PM

Needham & Company remains firmly positive on optical sector

Oct. 31, 2016 10:34 AM ET|By: Eric McCaffrey, SA News Editor

Alex Henderson recommends Oclaro (OCLR +1.5%), NeoPhotonics (NPTN+1.9%), Lumentum Holdings (LITE -2.5%), Fabrinet (FN +0.9%), Finisar (FNSR +0.3%), Inphi (IPHI -0.1%), II-VI (IIVI +1.8%), GigPeak (GIG) and M/A-COM Technology Solutions Holdings (MTSI +0.5%) despite recent pullback in the sector.

On Acacia Communications (ACIA +0.2%), considers "overcorrected" and sees a reversal in movement on projected strong Q4 guidance and 2017 upside. Acacia Communications was further initiated with an Outperform rating at William Blair earlier this morning.

http://seekingalpha.com/news/3218655-needham-and-company-remains-firmly-positive-optical-sector?uprof=25&utoken=5f3a5fc973f41d24de42b08767959bed

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