With Cisco (Nasdaq: CSCO), Juniper (Nasdaq:JNPR), and Ciena (Nasdaq:CIEN) all having decent enough recent quarterly reports, things were set up for Finisar (Nasdaq:FNSR) to do pretty well this quarter. Luckily, the company delivered, as strong datacom sales offset ongoing weakness in telecom. There is plenty of controversy around this name – ranging from customers self-sourcing components to the threat of silicon photonics – but the current stock price doesn't appear to capture all of the potential over the next two or three years.
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http://www.investopedia.com/stock-analysis/062013/finisar-perking-datacom-telecom-hopefully-way-fnsr-jdsu-csco-cien.aspx
Investopedia: Finisar Perking Up On Datacom, With Telecom (Hopefully) On The Way
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